Baton + Credit Repair Cloud

Baton + Credit Repair Cloud integrations

Create Baton projects for new Credit Repair Cloud leads

Streamline your credit repair process with this efficient workflow. When a new lead is added in Credit Repair Cloud, a project will be created in Baton, making it easy for you to manage client cases and tasks without manual data entry. Stay organized and save time, allowing you to focus on what matters - helping your clients improve their credit.

When this happens...
New LeadTriggered when you add a new lead.
TriggerInstant
automatically do this!
Create ProjectCreates a Project on Baton
ActionWrite

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More things you can do with Credit Repair Cloud and Baton

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

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

Templates
Triggers when a new template is created
Trigger
Polling
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- Title contains
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
- Project Status
Trigger
Polling
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- Project Title
  Required
- Project Description
- Client Name
- Start Date
- Estimated Completion Date
- Annual Contract Value
- Implementation Budget
- Budget Shown to Client
- Estimated Duration
- Template
- Custom Fields
Action
Write

About Baton

Baton is the leading platform for managing software implementations and customer onboarding.

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Related categories

Project Management

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

Related Zap Templates

Create projects in Baton for new clients in Credit Repair Cloud

Related Zap Templates

Create projects in Baton for new clients in Credit Repair Cloud