Create and send messages to TimelinesAI chats for new leads in Credit Repair Cloud
Stay on top of your leads with this efficient workflow that connects Credit Repair Cloud and TimelinesAI. When a new lead is added in Credit Repair Cloud, a message will be sent to a new chat in TimelinesAI, ensuring seamless communication and lead follow-up. No need for manual effort or delays - simply let this automation streamline your lead management process.
Stay on top of your leads with this efficient workflow that connects Credit Repair Cloud and TimelinesAI. When a new lead is added in Credit Repair Cloud, a message will be sent to a new chat in TimelinesAI, ensuring seamless communication and lead follow-up. No need for manual effort or delays - simply let this automation streamline your lead management process.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Send Message to New Chat
Sends message to new chat.
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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