Credit Repair Cloud + Protexting
Update Protexting contacts when new Credit Repair Cloud clients are added
Stay connected with your clients and improve your communication process by using this seamless workflow between Credit Repair Cloud and Protexting. Whenever a new client is added to your Credit Repair Cloud account, their contact information will be instantly updated in Protexting, ensuring that your text message marketing efforts are always up-to-date and inclusive of your newest clients. This automation not only saves you time but also enhances your customer engagement strategies.
Stay connected with your clients and improve your communication process by using this seamless workflow between Credit Repair Cloud and Protexting. Whenever a new client is added to your Credit Repair Cloud account, their contact information will be instantly updated in Protexting, ensuring that your text message marketing efforts are always up-to-date and inclusive of your newest clients. This automation not only saves you time but also enhances your customer engagement strategies.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Update Contact
Update Contact by Phone Number
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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
