Credit Repair Cloud + Formsite

Create leads in Credit Repair Cloud from new Formsite form results

Effortlessly streamline your lead generation process by connecting Formsite with Credit Repair Cloud. With this workflow, every time a new form result is submitted on Formsite, a lead will be created in Credit Repair Cloud. Save time and improve efficiency by automating your sales funnel, allowing you to focus on nurturing and converting leads.

When this happens...
New Form Result
Triggers when a user submits a new form result.
TriggerInstant
automatically do this!
Create Lead
Adds a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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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
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- First NameRequired
- Last NameRequired
- EmailRequired
- 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 NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write

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
Try It
Update Lead
Triggered when you update a lead.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- 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 NameRequired
- Last NameRequired
- 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 NameRequired
- Last NameRequired
- 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

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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Typeform

Forms & Surveys

PRODUCTS

CAPABILITIES

By team

Credit Repair Cloud + Formsite

Create leads in Credit Repair Cloud from new Formsite form results

New Form Result

New Affiliate

New Invoice

Update Client

Change Client

First NameRequired

Last NameRequired

EmailRequired

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

Create Affiliate

First NameRequired

Last NameRequired

EmailRequired

Mobile PhoneRequired

GenderRequired

PortalAccessRequired

Alternate Phone

Phone Ext

Fax

Address

Status

City

Zip

Country

Internal Note

Companyurl

Company

Create Invoice

First NameRequired

Last NameRequired

EmailRequired

Total AmountRequired

Due DateRequired

Reference NumberRequired

Open Amount

Added Date

Lines

Paid Amount

Invoice Date

Payment Recived Date

Status Change

New Client

New Lead

Update Lead

Change Lead

First NameRequired

Last NameRequired

EmailRequired

Middle Name

Suffix

Mobile Phone

Home Phone

Work Phone

Work Phone Ext

Fax

Social Security Number

Birth Date

Street Address

City

State