Credit Repair Cloud + Outbound. by Why Bravo
Create new activities in Outbound. by Why Bravo for new clients in Credit Repair Cloud
Effortlessly stay on top of your client management with this automation workflow. When a new client is added in Credit Repair Cloud, it will create an activity in Outbound by Why Bravo, keeping your records up-to-date and streamlining your communication process. Save time and ensure consistent client experiences by implementing this seamless connection between Credit Repair Cloud and Outbound by Why Bravo.
Effortlessly stay on top of your client management with this automation workflow. When a new client is added in Credit Repair Cloud, it will create an activity in Outbound by Why Bravo, keeping your records up-to-date and streamlining your communication process. Save time and ensure consistent client experiences by implementing this seamless connection between Credit Repair Cloud and Outbound by Why Bravo.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Activity
Creates a new activity, Designed to be triggered from your CRM into Outbound.
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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
