ScoreCEO integration with Gmail
How to Send Gmail emails for new ScoreCEO affiliates
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Gmail emails for new ScoreCEO affiliates" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ScoreCEO integrations
ScoreCEO actions
Nekton can use any feature that is available in ScoreCEO API.
Using our advanced AI, you can easily create custom automations for ScoreCEO.
Here are some typical actions you can do in your automated workflows.
Add Affiliate
Add Affiliate agent into your portal
Add New Lead
Will add new customer in system from outer source
Update Consumer
Update Consumer for the new consumer being added in the Portal.
Add Consumer
Adds a new consumer in your portal with Paid status and plan
Update Affiliate
Update Affiliate already in the portal , Office Name is a must input here
Update Lead
Update the fields in lead in your Portal
About ScoreCEO
ScoreCEO is a Credit Repair Business CRM SAAS that helps Credit Repair companies start, run, and grow their business.