Add tags to Salesmsg contacts when new clients are created in Credit Repair Cloud
Effortlessly manage your new clients from Credit Repair Cloud by instantly adding a tag to their contact information in Salesmsg. With this seamless integration, you can streamline your communication process and ensure you stay organized and up-to-date. Improve your client management and save valuable time with this efficient automation.
Effortlessly manage your new clients from Credit Repair Cloud by instantly adding a tag to their contact information in Salesmsg. With this seamless integration, you can streamline your communication process and ensure you stay organized and up-to-date. Improve your client management and save valuable time with this efficient automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Tag to Contact
Applies a tag to an existing contact.
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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