Credit Repair Cloud + Hoops

Create new Hoops customers from Credit Repair Cloud leads

Seamlessly manage your new leads from Credit Repair Cloud by creating customers in Hoops with this efficient workflow. Once set up, every time you receive a new lead in Credit Repair Cloud, a customer will be created in Hoops, simplifying your client management process and saving you time. Keep your focus on growing your credit repair business while this automation handles the customer creation for you.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create Customer
Triggers when a Customer is created.
ActionWrite

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Supported triggers and actions

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 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

New Job
Triggers when a Job is created.
Trigger
Polling
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- Company Name
- Company EmailRequired
- Company Phone
- Company Website
- Profile
- Billing Address: Address Line 1
- Billing Address: Address Line 2
- Billing Address: City
- Billing Address: State
- Billing Address: Post Code
- Billing Address: Country
- Shipping Address: Address Line 1
- Shipping Address: Address Line 2
- Shipping Address: City
- Shipping Address: State
- Shipping Address: Post Code
- Shipping Address: Country
- Contact First NameRequired
- Contact Last Name
- Contact EmailRequired
- Contact 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 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
New Customer
Triggers when a Customer is created.
Trigger
Polling
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- Job Title
- Reference
- Quantity
- Description
- Company Name
- Company EmailRequired
- Company Phone
- Company Website
- Profile
- Billing Address: Address Line 1
- Billing Address: Address Line 2
- Billing Address: City
- Billing Address: State
- Billing Address: Post Code
- Billing Address: Country
- Shipping Address: Address Line 1
- Shipping Address: Address Line 2
- Shipping Address: City
- Shipping Address: State
- Shipping Address: Post Code
- Shipping Address: Country
- Contact First NameRequired
- Contact Last Name
- Contact EmailRequired
- Contact Phone Number
Action
Write