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.
- When this happens...New ClientTriggered when you add a new client.
- automatically do this!Send SurveysAutomatically send surveys to your customers.
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More things you can do with Credit Repair Cloud and Reviews360
Discover other triggers and actions you can use with Credit Repair Cloud and Reviews360
- Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItTriggerInstant - New Client
Triggered when you add a new client.
Try ItTriggerInstant - New Lead
Triggered when you add a new lead.
Try ItTriggerInstant - Update Lead
Triggered when you update a lead.
Try ItTriggerInstant
- New Affiliate
Triggers when a new affiliate is created.
Try ItTriggerInstant - New Invoice
Triggered when you add a new invoice.
Try ItTriggerInstant - Update Client
Triggered when you update a client.
Try ItTriggerInstant - First 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
ActionWrite




