Credit Repair Cloud and Salesflare
How to connect Credit Repair Cloud
- Via Zapier — 13 operations available. Set it up ↗
What you can automate
- When new Client in Credit Repair Cloud, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice in Credit Repair Cloud, create opportunity, then find or create contact in Salesflare.
- When new Lead in Credit Repair Cloud, find or create contact in Salesflare.
About Credit Repair Cloud
Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.
Credit Repair Cloud operations on Zapier
Triggers (7)
Start a workflow when this happens
- New Affiliate — Triggers when a new affiliate is created.
- New Client — Triggered when you add a new client.
- New Invoice — Triggered when you add a new invoice.
- New Lead — Triggered when you add a new lead.
- Status Change — Triggered when you convert status from client to any other status or from any other status to client.
Show 2 more triggers
- Update Client — Triggered when you update a client.
- Update Lead — Triggered when you update a lead.
Actions (6)
Things Salesflare can make it do
- Change Client — Updates a client.
- Change Lead — Updates a lead.
- Create Affiliate — Adds a new affiliate.
- Create Client — Adds a new client.
- Create Invoice — Adds a new invoice to client.
Show 1 more actions
- Create Lead — Adds a new lead.
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