Credit Repair Cloud + Plezi

Credit Repair Cloud + Plezi integrations

Create or update Plezi contacts for new Credit Repair Cloud clients

Effortlessly manage your new clients from Credit Repair Cloud in Plezi with this seamless workflow. Once a new client is added in Credit Repair Cloud, their contact information will be instantly created or updated in Plezi, saving you time and ensuring accurate data across your platforms. Stay organized and focus on providing excellent service to your clients with this efficient automation.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create or Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with Credit Repair Cloud and Plezi

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

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

- Attribute
Trigger
Polling
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- Contact Status
  Required
- All Contacts
Trigger
Polling
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- Contact Email
  Required
- Event Description
  Required
- Behaviour Point
  Required
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
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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
- 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
- Content
  Required
Trigger
Polling
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- Score Threshold
  Required
- Attribute Value Format
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Option: Keep multiple select values
- Initial Source
- Source
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 Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.