Credit Repair Cloud + Microsoft Outlook
Create draft emails in Microsoft Outlook for new leads in Credit Repair Cloud
Stay on top of new leads and promptly respond to them with this seamless workflow between Credit Repair Cloud and Microsoft Outlook. Whenever a new lead is added in Credit Repair Cloud, a draft email will be created in Microsoft Outlook, ready for you to review and send. This automation not only saves time but also ensures you quickly address potential clients and improve your chances of closing deals.
Stay on top of new leads and promptly respond to them with this seamless workflow between Credit Repair Cloud and Microsoft Outlook. Whenever a new lead is added in Credit Repair Cloud, a draft email will be created in Microsoft Outlook, ready for you to review and send. This automation not only saves time but also ensures you quickly address potential clients and improve your chances of closing deals.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
- Free forever for core features
- 14 day trial for premium features & apps
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
