Send surveys in Reviews360 for new clients in Credit Repair Cloud
Effortlessly manage your growing clientele in Credit Repair Cloud and gather valuable feedback by sending surveys with Reviews360. With this workflow, every time you add a new client in Credit Repair Cloud, a survey will be sent to them using the Reviews360 app. Save time and streamline your client onboarding process, while collecting insights to improve your credit repair services.
Effortlessly manage your growing clientele in Credit Repair Cloud and gather valuable feedback by sending surveys with Reviews360. With this workflow, every time you add a new client in Credit Repair Cloud, a survey will be sent to them using the Reviews360 app. Save time and streamline your client onboarding process, while collecting insights to improve your credit repair services.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Surveys
Automatically send surveys to your customers.
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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