ActiveCampaign + Credit Repair Cloud
Add notes to ActiveCampaign deals for new Credit Repair Cloud clients
Effortlessly keep your sales process organized and up to date with this automation. When you add a new client in Credit Repair Cloud, a note will be added to the corresponding deal in ActiveCampaign. This way, you can ensure relevant information is consistently documented and easily accessible for your team, streamlining your client management process.
Effortlessly keep your sales process organized and up to date with this automation. When you add a new client in Credit Repair Cloud, a note will be added to the corresponding deal in ActiveCampaign. This way, you can ensure relevant information is consistently documented and easily accessible for your team, streamlining your client management process.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Add Note to Deal
Adds a note to a deal.
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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
