Credit Repair Cloud + Microsoft Outlook
Send emails in Microsoft Outlook for new clients in Credit Repair Cloud
Stay efficient and responsive when managing your business's credit repair process. This simple automation sends an email through Microsoft Outlook each time a New Client is added in Credit Repair Cloud. It's a streamlined way to ensure important communication is delivered promptly without the need for manual intervention.
Stay efficient and responsive when managing your business's credit repair process. This simple automation sends an email through Microsoft Outlook each time a New Client is added in Credit Repair Cloud. It's a streamlined way to ensure important communication is delivered promptly without the need for manual intervention.
- When this happens...New Client
Triggered when you add a new 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
