Credit Repair Cloud + Mobiz SMS
Update clients in Credit Repair Cloud and create contacts in Mobiz SMS
Maintain up-to-date Mobiz SMS contacts with this efficient workflow. When a client's information in Credit Repair Cloud changes, it automatically creates a new contact in Mobiz SMS, ensuring you always have current client details for your SMS marketing campaigns. Streamline your client management process and keep organized records with this seamless integration.
Maintain up-to-date Mobiz SMS contacts with this efficient workflow. When a client's information in Credit Repair Cloud changes, it automatically creates a new contact in Mobiz SMS, ensuring you always have current client details for your SMS marketing campaigns. Streamline your client management process and keep organized records with this seamless integration.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Create Contact
Creates a contact. "** You are required to have the correct SMS contact permissions for these contacts. Depending on your account settings within the Mobiz app, an SMS may be sent to these contacts that are synced. Should you require more information, please contact the Mobiz support team **".
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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
