Credit Repair Cloud + Funnelytics

Credit Repair Cloud + Funnelytics integrations

Create Funnelytics transactions for new Credit Repair Cloud clients

Effortlessly streamline your client management process by connecting Credit Repair Cloud with Funnelytics. With this automation, when a new client is added in Credit Repair Cloud, a corresponding transaction action is created in Funnelytics. This seamless workflow eliminates manual data entry, saving you valuable time and ensuring accuracy in tracking your clients and their transactions.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Transaction ActionTrack transaction actions, like purchases or refunds.
ActionWrite

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More things you can do with Credit Repair Cloud and Funnelytics

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

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

- Funnelytics ID
- Email
- Entry date
  Required
- Deal ID
- Deal Label
- Deal Amount
  Required
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write
- Transaction Type
- Email
- Funnelytics ID
- Entry date
  Required
- Checkout name
- Checkout Id
- Customer Name
- Company name
- Product SKU
  Required
- Product label
  Required
- Order Id
- Total value in cents
  Required
- Currency
  Required
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
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
- Action name
  Required
- Email
- Funnelytics ID
- Entry Date
  Required
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
Action
Write
- Email
- Funnelytics ID
- Entry date
  Required
- Form name
- Form Id
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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

About Funnelytics

Funnelytics is a visual customer journey analytics tool that lets you map your journey on a whiteboard and overlay data to see how it's actually performing.

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Related categories

Analytics

Related Zap Templates

Create Funnelytics transactions for new Credit Repair Cloud leads

Related Zap Templates

Create Funnelytics transactions for new Credit Repair Cloud leads