ActiveTrail + Credit Repair Cloud

ActiveTrail + Credit Repair Cloud integrations

Add updated clients in Credit Repair Cloud to groups in ActiveTrail

Effortlessly manage your client contacts with this automation that connects Credit Repair Cloud to ActiveTrail. Whenever you update a client in Credit Repair Cloud, the workflow adds or updates their contact information in an ActiveTrail group. This way, you can keep your contact lists up to date and ensure seamless communication for your credit repair business.

When this happens...
Update ClientTriggered when you update a client.
TriggerInstant
automatically do this!
Add Contact to GroupAdd a new or an existing contact to a specific group (The new contact will be created if not already exists).
ActionWrite

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More things you can do with Credit Repair Cloud and ActiveTrail

Discover other triggers and actions you can use with Credit Repair Cloud and ActiveTrail

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
Action
Write

- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- 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
Action
Write

Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Trigger
Instant
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Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Trigger
Instant
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Contact Updated
Triggers when a contact record in ActiveTrail is updated via the API (status or details).
Trigger
Instant
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- Group Name
  Required
Action
Write
- Status
Action
Write
- Group ID
  Required
- External ID
  Required
- SMS
- City
- External Name
  Required
- Email
  Required
Action
Write
- Group ID
  Required
- External ID
  Required
- External Name
  Required
Action
Write
- Message Name
  Required
- From Name
  Required
- Message
  Required
- Mobile Number
  Required
- Can Unsubscribe?
- Unsubscribe Text
- Send Now?
- Scheduled Date
Action
Write
- Search Term
  Required
Action
Search

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Phone
  Required
- Gender
  Required
- PortalAccess
  Required
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Total Amount
  Required
- Due Date
  Required
- Reference Number
  Required
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
Contact Added to Group
Triggers when a contact is added to a group (any group).
Trigger
Instant
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Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Trigger
Instant
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Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Trigger
Instant
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- Group ID
  Required
- External ID
  Required
- External Name
  Required
Action
Write
- Group Name
  Required
- Contact Email
  Required
Action
Write
- External ID
  Required
- External Name
  Required
Action
Write
- Customer ID
  Required
- External ID
  Required
- External Name
  Required
Action
Write
Send SMS (External ID)
Send SMS messages in account with External ID
Action
Write
- External ID
  Required
- External Name
  Required
Action
Write
- Search Group Name
  Required
Action
Search

About ActiveTrail

ActiveTrail is a marketing automation platform designed to help you maintain active relationships with customers, prospects, and user communities.

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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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier