Credit Repair Cloud + SmartReach

Credit Repair Cloud + SmartReach integrations

Add new Credit Repair Cloud clients as prospects in SmartReach

Save time by streamlining your new client onboarding process with this automation workflow. When a new client is added in Credit Repair Cloud, it will instantly create a prospect in SmartReach, ensuring that you stay organized and maintain efficient client communication. Focus on providing excellent service while this workflow handles the busywork for you.

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

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More things you can do with Credit Repair Cloud and SmartReach

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

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 Campaign Completed for Prospect
Triggers when a campaign is completed for a prospect.
Trigger
Instant
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Email Sent
Triggers when an email is sent to a prospect.
Trigger
Instant
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Updated Prospect Category
Triggers when a prospect's category is updated.
Trigger
Instant
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New Opt Out From Campaign
Triggers when a prospect opts out of a campaign via opt-out link.
Trigger
Instant
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- Email
  Required
- Tags (give comma-separated tags e.g.: tag1,tag2)
  Required
Action
Write
- Domain
  Required
Action
Write
- Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- Email
  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
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 Link Click
Triggers when a prospect clicks a link (if click tracking is enabled on the campaign).
Trigger
Instant
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New Invalid Email
Triggers when a prospect's email is found to be invalid.
Trigger
Instant
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New Opened Email
Triggers when a prospect opens an email from a campaign (if open tracking is enabled on the campaign).
Trigger
Instant
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New Reply
Triggers when a new reply is received.
Trigger
Instant
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Create Prospect
Creates a prospect.
Action
Write
Assign Prospect to Campaign
Assigns prospect to a campaign.
Action
Write
- Email
  Required
Action
Write
- Email
  Required
- Tags (give comma-separated tags e.g.: tag1,tag2)
  Required
Action
Write
Update Prospect
Updates an existing prospect based on email address.
Action
Write
- Email
  Required
Action
Search or 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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Zapier Forms

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

About SmartReach

SmartReach.io is a sales automation platform that helps you automate sending cold-emails and follow-ups from your mailbox and running email outreach campaigns with built-in tools.

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Related categories

Related Zap Templates

Add new Credit Repair Cloud clients to SmartReach campaigns as prospects

Related Zap Templates

Add new Credit Repair Cloud clients to SmartReach campaigns as prospects