Credit Repair Cloud + Great AEP

Credit Repair Cloud + Great AEP integrations

Add new Credit Repair Cloud clients to Great AEP campaigns as contacts

Efficiently manage your new clients in Credit Repair Cloud with this automation, which adds them as contacts to a specific campaign in the Great AEP app. As soon as a new client is added in Credit Repair Cloud, they'll be seamlessly added to your desired Great AEP campaign, streamlining your workflow and ensuring a smooth onboarding process for every new client.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Add Contact to Specific CampaignCreates a Contact to Specific Campaign in Great AEP.
ActionWrite

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More things you can do with Credit Repair Cloud and Great AEP

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

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

Fetch Signed Documents
Triggers when a new documentation is signed in Great AEP.
Trigger
Polling
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- Select Campaign
  Required
- Email
- Phone Number
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
New Appointment
Triggers when a new appointment is created in Great AEP.
Trigger
Polling
Try It
- Select Campaign
  Required
- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Email
- Phone Number
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.

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Related categories

CRM (Customer Relationship Management)

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About Great AEP

Great AEP is automated scheduling for insurance agents.

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Related categories

Scheduling & Booking

Related Zap Templates

Add new Credit Repair Cloud leads to Great AEP campaigns as contacts

Related Zap Templates

Add new Credit Repair Cloud leads to Great AEP campaigns as contacts