Credit Repair Cloud + VBOUT
Tag new Credit Repair Cloud clients in VBOUT contacts
Efficiently manage your new Credit Repair Cloud clients by automatically tagging them in the VBOUT app. With this workflow, each time a new client is added to Credit Repair Cloud, a tag will be assigned to the corresponding contact in VBOUT, keeping your contact list organized and up-to-date. By streamlining this process, you can focus on providing excellent service and helping clients resolve their credit issues.
Efficiently manage your new Credit Repair Cloud clients by automatically tagging them in the VBOUT app. With this workflow, each time a new client is added to Credit Repair Cloud, a tag will be assigned to the corresponding contact in VBOUT, keeping your contact list organized and up-to-date. By streamlining this process, you can focus on providing excellent service and helping clients resolve their credit issues.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Tag to Contact
Adds the tag to the 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
