Credit Repair Cloud + Microsoft Outlook
Send emails in Microsoft Outlook for new leads in Credit Repair Cloud
Streamline your lead management process with this simple automation. When a new lead arrives in Credit Repair Cloud, an email is immediately sent via Microsoft Outlook, saving you time and ensuring prompt communication. This workflow enhances efficiency in your emailing process and helps to consistently connect with potential customers.
Streamline your lead management process with this simple automation. When a new lead arrives in Credit Repair Cloud, an email is immediately sent via Microsoft Outlook, saving you time and ensuring prompt communication. This workflow enhances efficiency in your emailing process and helps to consistently connect with potential customers.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Send Email
Send an email from your Outlook account.
- Free forever for core features
- 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
