Credit Repair Cloud + HomeActions
Add new Credit Repair Cloud clients to HomeActions as members
Effortlessly streamline your client onboarding process with this workflow, which connects Credit Repair Cloud and HomeActions. When you add a new client to Credit Repair Cloud, this automation will also add them as a member in HomeActions, making it seamless to include them in your marketing and communication efforts. Say goodbye to manual entry and save time while ensuring your clients receive valuable updates and information.
Effortlessly streamline your client onboarding process with this workflow, which connects Credit Repair Cloud and HomeActions. When you add a new client to Credit Repair Cloud, this automation will also add them as a member in HomeActions, making it seamless to include them in your marketing and communication efforts. Say goodbye to manual entry and save time while ensuring your clients receive valuable updates and information.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Member
Adds a member to your list, and subscribes them to your newsletter
- Free forever for core features
- 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
