Circle + Credit Repair Cloud
Create Circle group chats for new Credit Repair Cloud leads
Effortlessly manage new leads and collaborate with your team using this seamless workflow. When a new lead is added in Credit Repair Cloud, this automation will create a group chat in Circle to discuss and strategize on addressing the potential client's needs. Boost your team's communication and efficiency in handling incoming leads with this streamlined integration.
Effortlessly manage new leads and collaborate with your team using this seamless workflow. When a new lead is added in Credit Repair Cloud, this automation will create a group chat in Circle to discuss and strategize on addressing the potential client's needs. Boost your team's communication and efficiency in handling incoming leads with this streamlined integration.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Start a Group Chat
Start a group chat with multiple community members.
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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
