Credit Repair Cloud + VideoAsk
Create VideoAsk contacts for new Credit Repair Cloud clients
Streamline your client management process by connecting Credit Repair Cloud with VideoAsk. With this workflow, every time a new client is added in Credit Repair Cloud, a contact will be created in VideoAsk, saving you time and enhancing client engagement. Ensure a seamless onboarding experience for your new clients by integrating these two platforms effortlessly.
Streamline your client management process by connecting Credit Repair Cloud with VideoAsk. With this workflow, every time a new client is added in Credit Repair Cloud, a contact will be created in VideoAsk, saving you time and enhancing client engagement. Ensure a seamless onboarding experience for your new clients by integrating these two platforms effortlessly.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create a Contact in a Videoask (OLD)
Create a Contact in a videoask (linked to a specific videoask)
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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
