Credit Repair Cloud + PersistIQ

Credit Repair Cloud + PersistIQ integrations

Create prospects in PersistIQ for new clients in Credit Repair Cloud

Easily streamline your sales process by connecting Credit Repair Cloud and PersistIQ with this efficient workflow. When a new client is added to Credit Repair Cloud, the automation will create a prospect in PersistIQ, ensuring a seamless integration between your customer management and sales tools. This automated connection saves you time and effort, allowing you to focus on building strong client relationships.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create ProspectCreates a new prospect.
ActionWrite

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More things you can do with Credit Repair Cloud and PersistIQ

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

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

Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
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- Campaign
  Required
- Prospect Email
  Required
- Mailbox Id
Action
Write
- Email
  Required
- First Name
- Last Name
- Address
- City
- State
- Phone
- Website
- Company
- Title
- Industry
- Snippet1
- Snippet2
Action
Write
- Prospect Email
  Required
- Lead Status
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 Prospect
Triggers when a new prospects is created.
Trigger
Instant
Try It
- Domain Name
  Required
Action
Write
Create or Update Prospect
Creates or updates a prospect.
Action
Write
- Campaign
  Required
- Email
  Required
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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About PersistIQ

PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.