Credit Repair Cloud + Steady

Credit Repair Cloud + Steady integrations

Create Steady activities for new Credit Repair Cloud leads

Effortlessly track your new leads from Credit Repair Cloud in Steady with this seamless workflow. When a new lead is added to Credit Repair Cloud, a record activity will be created in Steady, keeping your team in the loop on important updates. This automation saves you time and ensures consistent lead tracking, allowing you to focus on growing your business.

When this happens...
New LeadTriggered when you add a new lead.
TriggerInstant
automatically do this!
Record ActivityRecords an activity and adds it to the next check-in for a specific team member.
ActionWrite

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More things you can do with Credit Repair Cloud and Steady

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

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 Reaction
Triggers when someone on the team reacts (with an emoji) to a check-in from someone else on the team.
Trigger
Instant
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- Date
  Required
- Member Email
  Required
Action
Write
- Email or Name
  Required
- Description
  Required
- Source
  Required
- Source URL
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
New Comment
Triggers when someone on the team comments on a check-in from someone else on the team.
Trigger
Instant
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New Check-In
Triggers when someone on the team checks-in with a status update.
Trigger
Instant
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- Date
  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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Zapier Forms

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

About Steady

Steady is a zero-effort coordination platform for running high-performance teams.

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Related categories

Productivity

Related Zap Templates

Create Steady activities for new Credit Repair Cloud clients

Related Zap Templates

Create Steady activities for new Credit Repair Cloud clients