Credit Repair Cloud + Nudgify
Create sign-up nudges in Nudgify for new clients in Credit Repair Cloud
Easily streamline your onboarding process for new clients in Credit Repair Cloud with this workflow. When a new client is added, a customized sign-up nudge will be created in Nudgify to encourage user engagement and enhance their experience. Save time and ensure consistency while improving client retention with this seamless automation.
Easily streamline your onboarding process for new clients in Credit Repair Cloud with this workflow. When a new client is added, a customized sign-up nudge will be created in Nudgify to encourage user engagement and enhance their experience. Save time and ensure consistency while improving client retention with this seamless automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Sign Up Nudge
This will save the data for your "Recent Activity - Sign-up" and "Recent Activity - All Sign-ups" Nudges.
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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
