Create new shares in SurveySensum for every new client in Credit Repair Cloud
Easily manage your client onboarding process with this seamless automation. When a new client is added in Credit Repair Cloud, this workflow will create a new share in SurveySensum, allowing you to collect essential information from your clients quickly and effortlessly. Improve your client experience and save time by streamlining your data collection process with this convenient integration.
Easily manage your client onboarding process with this seamless automation. When a new client is added in Credit Repair Cloud, this workflow will create a new share in SurveySensum, allowing you to collect essential information from your clients quickly and effortlessly. Improve your client experience and save time by streamlining your data collection process with this convenient integration.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create New Share
This action enables user to create a new email Share
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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