Credit Letters Software + DialMyCalls

Add new Credit Letters Software leads as new contacts in DialMyCalls

After you receive a new lead in Credit Letters Software, you want that new lead to get a welcome text or voice blast via DialMyCalls. This Zapier automation handles both gracefully, automatically notifying your customer by text or voice blast whenever a new lead has been entered in Credit Letters Software.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Add a Contact
Add a new contact to your DialMyCalls account
ActionWrite

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Supported triggers and actions

Client Status Changed
Triggers when a client status is changed.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Letter Generated
Triggers when a new letter is generated.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- ZipRequired
- Street Number
- Street Name
- State
- City
- SSN
Action
Write

- LeadRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- Street NumberRequired
- Street NameRequired
- ZipRequired
- State
- City
- SSN
Action
Write
- EmailRequired
Action
Search

- EmailRequired
- First NameRequired
- Last NameRequired
- PhoneRequired
- Date Of BirthRequired
- What Is Your Main GoalRequired
- ZipRequired
- Street Number
- Street Name
- State
- City
- SSN
Action
Search or write
- Broadcast NameRequired
- Caller IDRequired
- Recording IDRequired
- ContactsRequired
Action
Write
- NameRequired
- Vanity NumberRequired
- MessageRequired
- ContactsRequired
Action
Write

Delete Lead
Triggers when a lead is deleted.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Update Client
Triggers when a client is updated.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Write
- ClientRequired
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Write
- Email or PhoneRequired
Action
Search
- Email or PhoneRequired
- First NameRequired
- Last NameRequired
- Full Name
- EmailRequired
- PhoneRequired
- Date Of BirthRequired
- Street Number
- Street Name
- State
- City
- ZipRequired
- SSN
- What Is Your Main GoalRequired
- StatusRequired
- Document Tracking Number
- Client Portal Access
Action
Search or write
- Incoming Text ID
- From Number
- To Number
- Status
- Created At
- Updated At
Trigger
Instant
Try It
- First name
- Last name
- Phone numberRequired
- Phone extension
- Email address
- Extra data
- Group
Action
Write