Credit Repair Cloud + Sales Cookie

Credit Repair Cloud + Sales Cookie integrations

Create Sales Cookie transactions for new Credit Repair Cloud leads

Efficiently manage your sales transactions with this seamless workflow between Credit Repair Cloud and Sales Cookie. When a new lead emerges in Credit Repair Cloud, a transaction will be created or updated in Sales Cookie, ensuring that your sales data remains up-to-date and organized. Stay ahead of the game with this easy-to-use automation that streamlines your sales tracking process.

When this happens...
New LeadTriggered when you add a new lead.
TriggerInstant
automatically do this!
Create/Update TransactionCreates or updates a sales transaction.
ActionWrite

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More things you can do with Credit Repair Cloud and Sales Cookie

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

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

- Transaction Date
  Required
- Unique ID
- Revenue
- Profit
- Currency
- Transaction Status
- Customer
- Product / Service
- Owner / Sold By #1
- Owner / Sold By #2
- Owner / Sold By #3
- Team / Territory #1
- Team / Territory #2
- Team / Territory #3
- Quantity
- Cost Per Unit
- Taxes
- Other Text #1
- Other Text #2
- Other Text #3
- Other Numeric #1
- Other Numeric #2
- Other Numeric #3
- Other Date #1
- Other Date #2
- Other Date #3
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
- Plan Name
  Required
Trigger
Polling
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- Email Address
  Required
- Workspace Role
- First Name
- Last Name
- Aliases
- Tags
- Direct Manager ID
- Currency
- Start Date
- End Date
- Dashboard Disabled
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

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CRM (Customer Relationship Management)

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About Sales Cookie

Sales Cookie automate all aspects of sales commission programs.

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Related categories

Accounting