Create drafts in Zoho Mail for new clients in Credit Repair Cloud
Efficiently manage your client communication process with this automation that connects Credit Repair Cloud and Zoho Mail. Every time a new client is added in Credit Repair Cloud, a draft email will be created in Zoho Mail, saving you time and ensuring prompt communication. Stay organized and maintain seamless client interactions with this streamlined workflow.
Efficiently manage your client communication process with this automation that connects Credit Repair Cloud and Zoho Mail. Every time a new client is added in Credit Repair Cloud, a draft email will be created in Zoho Mail, saving you time and ensuring prompt communication. Stay organized and maintain seamless client interactions with this streamlined workflow.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Draft
Create (but do not send) a new email message.
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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