Credit Repair Cloud + RingByName

Credit Repair Cloud + RingByName integrations

Create new RingByName contacts for every new client in Credit Repair Cloud

Effortlessly manage your new client information with this automation between Credit Repair Cloud and RingByName. When a new client is added in Credit Repair Cloud, their contact information will be instantly added to RingByName, ensuring all client details are up-to-date across both platforms. Streamline your client management process and save valuable time while providing a seamless experience for your clients.

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

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More things you can do with Credit Repair Cloud and RingByName

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

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

New Call Recording
Triggers when a call is recorded.
Trigger
Polling
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New Missed Call
Triggers when a call is missed.
Trigger
Polling
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New Note
Triggers when a new note is created.
Trigger
Polling
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- First Name
  Required
- Last Name
- Company
- Work Phone
- Home Phone
- Cell Phone
- Fax
- Work Email
- Personal E-Mail
- Work Address
- Home Address
- Work Weblink
- Personal Weblink
- Groups
Action
Write
- Phone Number
  Required
Action
Write
- Name
  Required
Action
Search

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
Call Ended
Triggers when a call ends.
Trigger
Polling
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New Fax
Triggers when a new fax is received.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Voicemail
Triggers when a new voicemail is created.
Trigger
Polling
Try It
- Contact
  Required
- Content
  Required
- File
Action
Write
- Sender Fax Number
  Required
- Recipient Name
  Required
- Recipient Company
  Required
- Recipient Fax Number
  Required
- Title
  Required
- File
  Required
- Sender Name
  Required
- Cover Message
  Required
- Include Signature
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)

Similar apps

Zapier Forms

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

About RingByName

RingByName is a cloud-based phone service. It helps you build stronger relationships with your customers with CRM features.

HelpHelp

Related categories

Phone & SMS

Related Zap Templates

Create new RingByName contacts from Credit Repair Cloud leads

Related Zap Templates

Create new RingByName contacts from Credit Repair Cloud leads