Credit Repair Cloud + Perfit

Credit Repair Cloud + Perfit integrations

Create or update Perfit contacts for new Credit Repair Cloud clients

Efficiently manage your new clients from Credit Repair Cloud by updating their contact information in Perfit with this automation. Once set up, this workflow will create or update a contact in Perfit whenever a new client is added in Credit Repair Cloud, saving you time and ensuring consistent data across both platforms. Stay organized and up-to-date on your growing clientele with this seamless integration.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create/Update ContactAdd a new contact to a list of your choosing. Can be used to update an existing contact too.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Credit Repair Cloud and Perfit

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

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
Try It
New Client
Triggered when you add a new client.
Trigger
Instant
Try It
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 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

- List ID
  Required
- Email
  Required
- First Name
- Last Name
- Gender
- Fields
Action
Write
- Drip
  Required
- Launch Date
- Skip Weekends
Action
Write
- Drip
  Required
- Recipients List ID
  Required
Action
Write
- Interest ID
  Required
- Email or Contact ID
  Required
Action
Write
- Email or Contact ID
  Required
Action
Write
- Name
  Required
Action
Search

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Instant
Try It
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
- Interest
  Required
- Email or Contact ID
  Required
Action
Write
- Name
  Required
Action
Write
- Drip
  Required
Action
Write
- Email or Contact ID
  Required
- List
  Required
Action
Write
- List
  Required
- New Name
  Required
Action
Write
- Email
  Required
Action
Search
- Name
  Required
Action
Search

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)

Similar apps

Zapier Forms

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

About Perfit

Perfit lets you send beautiful responsive emails, manage your lists, and track the results of your campaigns.

Learn moreLearn moreHelpHelp

Related categories