Clozio + Credit Repair Cloud

Clozio + Credit Repair Cloud integrations

Create new Clozio contacts from Credit Repair Cloud leads

Effortlessly manage your leads and contacts by setting up this seamless workflow between Credit Repair Cloud and Clozio. With this automation, every time a new lead is added in Credit Repair Cloud, a contact will be created in Clozio, ensuring that your client information stays organized and up-to-date across both platforms. Say goodbye to manual data entry and focus on providing stellar credit repair services to your clients.

When this happens...
New LeadTriggered when you add a new lead.
TriggerInstant
automatically do this!
Create ContactCreates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
ActionWrite

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More things you can do with Credit Repair Cloud and Clozio

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

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

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 Type
  Required
- First Name
- Last Name
- Email
  Required
- Phone number type
- Phone Number
- Extension
- Specialty
Action
Write

About Clozio

Clozio is a productivity tool for real estate professionals. Clozio offers free transaction hubs that allow professionals to create and share relevant transaction information with their clients.

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Related categories

Productivity

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.

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create Clozio contacts from new Credit Repair Cloud clients

Related Zap Templates

Create Clozio contacts from new Credit Repair Cloud clients