Credit Repair Cloud + ReviewInc
Create contacts in ReviewInc for new clients in Credit Repair Cloud
Effortlessly manage your new credit repair clients and streamline your client communication process with this workflow. When a new client is added in Credit Repair Cloud, this automation will quickly create a contact in the ReviewInc app, ensuring seamless tracking and prompt notifications for improved customer engagement. Stay organized and enhance your credit repair business operations without missing a beat.
Effortlessly manage your new credit repair clients and streamline your client communication process with this workflow. When a new client is added in Credit Repair Cloud, this automation will quickly create a contact in the ReviewInc app, ensuring seamless tracking and prompt notifications for improved customer engagement. Stay organized and enhance your credit repair business operations without missing a beat.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add a Contact Into Notify System
For third party CRM’s that already have customer names, emails / SMS text numbers, it’s convenient to push the contacts into the Notify system to trigger the request review campaign message.
- 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
