Credit Repair Cloud + Microsoft Outlook
Update clients in Credit Repair Cloud and send emails via Microsoft Outlook
When updating client details in Credit Repair Cloud, this workflow ensures immediate communication via Microsoft Outlook. It sends an email in response to every update, providing a surefire way to keep your team or clients informed about the changes. Make your client management more efficient, without the need for manual effort.
When updating client details in Credit Repair Cloud, this workflow ensures immediate communication via Microsoft Outlook. It sends an email in response to every update, providing a surefire way to keep your team or clients informed about the changes. Make your client management more efficient, without the need for manual effort.
- When this happens...Update Client
Triggered when you update a client.
- automatically do this!Send Email
Send an email from your Outlook account.
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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
