Add new Credit Repair Cloud clients as contacts and trigger automation in Spotler Mail+
Effortlessly manage your new clients in Credit Repair Cloud and streamline your email marketing with this workflow. Whenever a new client is added in Credit Repair Cloud, their contact information will be updated or added to Spotler Mail+ and an email automation will be triggered. This helps you save time, reduce manual tasks, and ensures seamless communication with your customers.
Effortlessly manage your new clients in Credit Repair Cloud and streamline your email marketing with this workflow. Whenever a new client is added in Credit Repair Cloud, their contact information will be updated or added to Spotler Mail+ and an email automation will be triggered. This helps you save time, reduce manual tasks, and ensures seamless communication with your customers.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add (Or Update) Contact and Trigger Automation
Add a new contact (or update the contact if it already exists) and trigger an automation for this 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