Credit Repair Cloud + Microsoft Outlook
Create events in Microsoft Outlook for new Credit Repair Cloud clients
Stay organized and on top of your client management with this workflow that connects Credit Repair Cloud and Microsoft Outlook. When a new client is added in Credit Repair Cloud, an event will be created in your Microsoft Outlook calendar to ensure you always have the most up-to-date information on your clients. This seamless integration saves you time by streamlining your client tracking and calendar updates.
Stay organized and on top of your client management with this workflow that connects Credit Repair Cloud and Microsoft Outlook. When a new client is added in Credit Repair Cloud, an event will be created in your Microsoft Outlook calendar to ensure you always have the most up-to-date information on your clients. This seamless integration saves you time by streamlining your client tracking and calendar updates.
- 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
