Create Zoho Cliq channel messages for new Credit Repair Cloud leads
Stay informed about new leads in your Credit Repair Cloud account with this automation. Once set up, each time you receive a new lead in Credit Repair Cloud, a channel message will be sent in Zoho Cliq, keeping your team updated in real-time. Improve team communication and never miss an opportunity to connect with potential clients.
Stay informed about new leads in your Credit Repair Cloud account with this automation. Once set up, each time you receive a new lead in Credit Repair Cloud, a channel message will be sent in Zoho Cliq, keeping your team updated in real-time. Improve team communication and never miss an opportunity to connect with potential clients.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Send Channel Message
Send message to a channel in which you have joined.
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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