Credit Repair Cloud + Swell

Credit Repair Cloud + Swell integrations

Create and send Swell invites for new leads in Credit Repair Cloud

Effortlessly streamline your lead management process with this Credit Repair Cloud and Swell automation. Whenever a new lead is added in Credit Repair Cloud, an invitation to join your Swell rewards program will be sent to them. This seamless workflow saves you time and ensures that your leads are engaged and nurtured from the start, boosting your client retention and business growth.

When this happens...
New LeadTriggered when you add a new lead.
TriggerInstant
automatically do this!
Send InviteThis will create a contact and then send them a review invite.
ActionWrite

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More things you can do with Credit Repair Cloud and Swell

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

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
Try It
New Client
Triggered when you add a new client.
Trigger
Instant
Try It
New Lead
Triggered when you add a new lead.
Trigger
Instant
Try It
Update Lead
Triggered when you update a lead.
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
- 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

- Tag
Action
Write
- Name
  Required
- Phone
  Required
- Location ID
  Required
- Send a template?
  Required
- Template ID
- Message
- Direction
  Required
Action
Write

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
Try It
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
- Name
  Required
- Phone Number
- Email
- Location ID
Action
Write
- Name
  Required
- Email
- Phone
- Tags
- Override Send Limitation
- Location ID
  Required
- Campaign ID
  Required
- How to send
  Required
- Date
- Hour
- Minute
- AM or PM
Action
Write
- Tag Name
  Required
- Date
- Hour
- Minute
- AM or PM
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)

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About Swell

Swell helps your business generate new reviews and generate feedback from customers.