Credit Repair Cloud + Warm Welcome
Create or update Warm Welcome contacts for new Credit Repair Cloud leads
Effortlessly manage your new leads from Credit Repair Cloud by integrating it with Warm Welcome. With this automation, every time a New Lead is created in Credit Repair Cloud, the workflow will add or update their contact information in Warm Welcome, ensuring your leads are consistently accessible and organized. Stay on top of your growing client base and deliver exceptional service by streamlining your process.
Effortlessly manage your new leads from Credit Repair Cloud by integrating it with Warm Welcome. With this automation, every time a New Lead is created in Credit Repair Cloud, the workflow will add or update their contact information in Warm Welcome, ensuring your leads are consistently accessible and organized. Stay on top of your growing client base and deliver exceptional service by streamlining your process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create or Update Contact
Creates a contact and updates if not found.
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- 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
