Add new Credit Repair Cloud clients to PersistIQ campaigns as prospects
Effortlessly manage new client prospects with this seamless automation between Credit Repair Cloud and PersistIQ. When a new client is added to Credit Repair Cloud, this workflow will also add them as a prospect to a specific campaign in PersistIQ, keeping your outreach organized and efficient. Save time and ensure a seamless client onboarding experience with this easy-to-use integration.
Effortlessly manage new client prospects with this seamless automation between Credit Repair Cloud and PersistIQ. When a new client is added to Credit Repair Cloud, this workflow will also add them as a prospect to a specific campaign in PersistIQ, keeping your outreach organized and efficient. Save time and ensure a seamless client onboarding experience with this easy-to-use integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Prospect to Campaign
Adds a prospect to a campaign.
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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