Create or update respond.io contacts for new Credit Repair Cloud clients
Efficiently manage your new clients from Credit Repair Cloud by automatically creating or updating their contact information in respond.io. With this workflow, you can ensure a seamless and organized process for handling client information while saving time and reducing manual data entry. Keep your contacts up-to-date and focus on providing excellent credit repair services to your clients.
Efficiently manage your new clients from Credit Repair Cloud by automatically creating or updating their contact information in respond.io. With this workflow, you can ensure a seamless and organized process for handling client information while saving time and reducing manual data entry. Keep your contacts up-to-date and focus on providing excellent credit repair services to your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact
Creates or updates a Contact. Leave the contact field empty if you want to store an empty value or remain the existing value. It is highly recommended to add a delay before executing a new action after creating a new contact, as processing time is required.
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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