Credit Repair Cloud + Sendoso
Create and send egifts in Sendoso for new clients in Credit Repair Cloud
Effortlessly welcome new clients to your credit repair business by sending them a thoughtful eGift using Credit Repair Cloud and Sendoso. With this workflow, whenever you add a new client in Credit Repair Cloud, an eGift will be sent to them through Sendoso. Strengthen client relationships from the start and leave a lasting impression, all through a seamless automated process.
Effortlessly welcome new clients to your credit repair business by sending them a thoughtful eGift using Credit Repair Cloud and Sendoso. With this workflow, whenever you add a new client in Credit Repair Cloud, an eGift will be sent to them through Sendoso. Strengthen client relationships from the start and leave a lasting impression, all through a seamless automated process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send an eGift
Send an eGift from your Sendoso account.
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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
