Send messages to new Credit Repair Cloud clients via Mobile Text Alerts
Effortlessly maintain communication with new clients in Credit Repair Cloud by sending them customized text messages via Mobile Text Alerts. This workflow simplifies your client engagement process, providing a warm welcome and nurturing lasting relationships. Set it up once, and let it manage the task while you concentrate on delivering exceptional credit repair services.
Effortlessly maintain communication with new clients in Credit Repair Cloud by sending them customized text messages via Mobile Text Alerts. This workflow simplifies your client engagement process, providing a warm welcome and nurturing lasting relationships. Set it up once, and let it manage the task while you concentrate on delivering exceptional credit repair services.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Send Message
Sends a 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