Credit Repair Cloud + The Customer Factor

Add new Credit Repair Cloud leads to The Customer Factor as prospects

Effortlessly manage your leads with this seamless workflow between Credit Repair Cloud and The Customer Factor. When a new lead is added in Credit Repair Cloud, this automation creates a prospect in The Customer Factor, ensuring all your data is organized and up-to-date. Save time and focus on growing your credit repair business while maintaining strong relationships with your clients.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create Prospect
This action will create the prospect in The Customer Factor
ActionWrite

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Supported triggers and actions

What does this mean?

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 NameRequired
- Last NameRequired
- EmailRequired
- 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 NameRequired
- Last NameRequired
- 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 NameRequired
- Last NameRequired
- 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

Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
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New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
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
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- 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 NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
Try It
New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
Try It
New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn more

Related categories

Databases

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Credit Repair Cloud + The Customer Factor

Add new Credit Repair Cloud leads to The Customer Factor as prospects

Status Change

New Client

New Lead

Update Lead

Change Lead

Last NameRequired

EmailRequired

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

Create Client

First NameRequired

Last NameRequired

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

Create Lead

First NameRequired

Last NameRequired

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

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Company Name

First Name

Last Name

Email