Credit Repair Cloud + Sierra Interactive
Create action plans in Sierra Interactive for new clients from Credit Repair Cloud
Easily streamline your client management process with this workflow. When you add a new client in Credit Repair Cloud, it will automatically apply a Fully Automated Action Plan in Sierra Interactive. Save time and effort by automating the essential steps to keep your clients engaged and informed.
Easily streamline your client management process with this workflow. When you add a new client in Credit Repair Cloud, it will automatically apply a Fully Automated Action Plan in Sierra Interactive. Save time and effort by automating the essential steps to keep your clients engaged and informed.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Apply Fully Automated Action Plan
Apply a Fully Automated Action Plan.
- Free forever for core features
- 14 day trial for premium features & apps
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
