Create SoTellUs review invites for new Credit Repair Cloud clients
Effortlessly collect reviews from new clients in Credit Repair Cloud with this seamless workflow. When a new client is added in Credit Repair Cloud, an invitation to submit a review is created in SoTellUs, saving time and enhancing your business reputation. Boost your online presence and improve client satisfaction by simplifying your review process using this efficient automation.
Effortlessly collect reviews from new clients in Credit Repair Cloud with this seamless workflow. When a new client is added in Credit Repair Cloud, an invitation to submit a review is created in SoTellUs, saving time and enhancing your business reputation. Boost your online presence and improve client satisfaction by simplifying your review process using this efficient automation.
- When this happens...New Client
Triggered when you add a new client.
- automatically do this!Create Invite to Review
Create a new Invitation to Review
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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