Credit Repair Cloud + Klenty
Create new Klenty cadences for fresh Credit Repair Cloud clients
Streamline your client onboarding process in Credit Repair Cloud by automatically starting a personalized outreach campaign in Klenty. With this workflow, every time you add a new client in Credit Repair Cloud, a cadence will be initiated in Klenty, ensuring a timely and consistent follow-up for a seamless client experience. Spend less time on manual tasks and focus on building strong relationships with your clients.
Streamline your client onboarding process in Credit Repair Cloud by automatically starting a personalized outreach campaign in Klenty. With this workflow, every time you add a new client in Credit Repair Cloud, a cadence will be initiated in Klenty, ensuring a timely and consistent follow-up for a seamless client experience. Spend less time on manual tasks and focus on building strong relationships with your clients.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Start Cadence
Triggers when a cadence is started in Klenty.
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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
