When this happens...
Credit Repair CloudNew Client
Then do this...
InsightlyCreate Contact

Tired of copying contact information between Credit Repair Cloud and Insightly all the time? Activate this Credit Repair Cloud Insightly integration and you won't have to worry about that ever again. It will react to every new client on Credit Repair Cloud after that, automatically creating a new contact on Insightly each time.

How It Works

  1. A new client is added on Credit Repair Cloud
  2. Zapier automatically creates a contact on Insightly

What You Need

  • Credit Repair Cloud account
  • Insightly account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Credit Repair Cloud + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Credit Repair Cloud
New Client

Triggered when you add a new client.

Credit Repair Cloud
Create Invoice

Adds a new invoice to client.

Credit Repair Cloud
New Lead

Triggered when you add a new lead.

Credit Repair Cloud
Create Client

Adds a new client.

Credit Repair Cloud
New Invoice

Triggered when you add a new invoice.

Credit Repair Cloud
Create Lead

Adds a new lead.

Insightly
New Contact

A new contact was created in your Insightly account.

Insightly
Create Contact

Create a new contact in your Insightly account.

Insightly
New Task

A new task was created in your Insightly account.

Insightly
Create Task

Create a new task in your Insightly account.

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Become a Zapier Integration Partner

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.