Credit Repair Cloud and Salesflare

How to connect Credit Repair Cloud

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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