Credit Repair Cloud + net2phone
Create huddle meetings in net2phone for new clients in Credit Repair Cloud
Effortlessly connect Credit Repair Cloud and net2phone to streamline your client onboarding process. With this automation, whenever a new client is added in Credit Repair Cloud, a Huddle meeting is created in your net2phone account. This workflow saves you valuable time and ensures seamless communication with your newly added clients.
Effortlessly connect Credit Repair Cloud and net2phone to streamline your client onboarding process. With this automation, whenever a new client is added in Credit Repair Cloud, a Huddle meeting is created in your net2phone account. This workflow saves you valuable time and ensures seamless communication with your newly added clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Huddle Meeting
Creates a huddle meeting. (Gen P, Gen V, Gen X, Gen U) You need to add one more action in order to receive the huddle meeting information. Ex. an email with the information or a SMS.
- 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
