Credit Repair Cloud + SalesClue

Credit Repair Cloud + SalesClue integrations

Create file share links in SalesClue for new clients in Credit Repair Cloud

Easily streamline your client onboarding process with this Credit Repair Cloud and SalesClue integration. When a new client is added in Credit Repair Cloud, a file share link will be created in SalesClue, saving you valuable time and ensuring a seamless experience for your new clients. Stay organized and efficient by automating this essential step in the onboarding process.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create File Share LinkCreates a FileShareLink
ActionWrite

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More things you can do with Credit Repair Cloud and SalesClue

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

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

- File
  Required
Trigger
Instant
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- Files
  Required
Trigger
Instant
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- Client Name
  Required
- Client Email
  Required
- File
  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
- File
  Required
Trigger
Instant
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- Links
  Required
Trigger
Instant
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- Client Name
  Required
- Client Email
  Required
Action
Write
- Client Name
  Required
- Client Email
  Required
- Link
  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.

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Related categories

CRM (Customer Relationship Management)

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About SalesClue

SalesClue - sales document & customer analytics tool

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Related categories

Sales & CRM

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Create new SalesClue clients from new Credit Repair Cloud clients

Create SalesClue clients from new Credit Repair Cloud leads