Credit Repair Cloud + SmartReach
Add new Credit Repair Cloud clients as prospects in SmartReach
Save time by streamlining your new client onboarding process with this automation workflow. When a new client is added in Credit Repair Cloud, it will instantly create a prospect in SmartReach, ensuring that you stay organized and maintain efficient client communication. Focus on providing excellent service while this workflow handles the busywork for you.
Save time by streamlining your new client onboarding process with this automation workflow. When a new client is added in Credit Repair Cloud, it will instantly create a prospect in SmartReach, ensuring that you stay organized and maintain efficient client communication. Focus on providing excellent service while this workflow handles the busywork for you.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Prospect
Creates a prospect.
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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
