Add new Credit Repair Cloud clients as contacts in SendX
Effortlessly manage your new clients in Credit Repair Cloud by keeping your contacts up-to-date in SendX with this convenient workflow. When a new client is added in Credit Repair Cloud, this automation will create or update a contact in SendX, ensuring your marketing efforts have the most accurate and current information. Streamline your contact management and improve communication with this seamless integration.
Effortlessly manage your new clients in Credit Repair Cloud by keeping your contacts up-to-date in SendX with this convenient workflow. When a new client is added in Credit Repair Cloud, this automation will create or update a contact in SendX, ensuring your marketing efforts have the most accurate and current information. Streamline your contact management and improve communication with this seamless integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create or Update Contact
Creates a new contact if it doesn't exist. If it exists then values are updated.
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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