Credit Repair Cloud + Microsoft Exchange
Send emails to new clients in Microsoft Exchange when they're added to Credit Repair Cloud
Stay on top of your new Credit Repair Cloud clients by sending them a welcome email through Microsoft Exchange. This workflow ensures that whenever a new client is added in Credit Repair Cloud, an email will be sent to them using Microsoft Exchange, keeping them engaged and informed from the start. Save time and improve client communication with this seamless automation.
Stay on top of your new Credit Repair Cloud clients by sending them a welcome email through Microsoft Exchange. This workflow ensures that whenever a new client is added in Credit Repair Cloud, an email will be sent to them using Microsoft Exchange, keeping them engaged and informed from the start. Save time and improve client communication with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Email
Send an email from your Exchange account.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
