Circle + Credit Repair Cloud
Create Circle direct messages for new Credit Repair Cloud leads
Stay on top of new leads and foster strong communication within your team by streamlining the process between Credit Repair Cloud and Circle. With this workflow, whenever a new lead is created in Credit Repair Cloud, a direct message will be sent within the Circle app, keeping everyone informed and ready for action. No more manual updates or missed opportunities, as this simple automation ensures seamless information sharing for your team.
Stay on top of new leads and foster strong communication within your team by streamlining the process between Credit Repair Cloud and Circle. With this workflow, whenever a new lead is created in Credit Repair Cloud, a direct message will be sent within the Circle app, keeping everyone informed and ready for action. No more manual updates or missed opportunities, as this simple automation ensures seamless information sharing for your team.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Send Direct Message
Send a direct message to a member.
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- 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
