Credit Repair Cloud + Microsoft Office 365
Create new Microsoft Office 365 events for new clients in Credit Repair Cloud
Initiate streamlined organization in your operations with this workflow. Whenever a new client is added to Credit Repair Cloud, an event gets created in your Microsoft Office 365 calendar. Keep track of all your client touchpoints without the worry of manual updates or potential oversight. Exceptional client management has never been easier.
Initiate streamlined organization in your operations with this workflow. Whenever a new client is added to Credit Repair Cloud, an event gets created in your Microsoft Office 365 calendar. Keep track of all your client touchpoints without the worry of manual updates or potential oversight. Exceptional client management has never been easier.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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
