Credit Repair Cloud + TidyCal

Credit Repair Cloud + TidyCal integrations

Create new leads in Credit Repair Cloud from new bookings in TidyCal

When a new booking is made in TidyCal, it's important to keep track of potential clients for your credit repair business. With this workflow, whenever a new booking is confirmed, a lead will be instantly created in Credit Repair Cloud. Keep your client list up-to-date and never miss a potential lead with this seamless automation.

When this happens...
New BookingTriggers when a booking is created.
TriggerPolling
automatically do this!
Create LeadAdds a new lead.
ActionWrite

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More things you can do with TidyCal and Credit Repair Cloud

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

Cancelled Booking
Triggers when a booking is cancelled.
Trigger
Polling
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Rescheduled Booking
Triggers when a booking is rescheduled.
Trigger
Polling
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New Contact
Triggers when a contact is added.
Trigger
Polling
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- Team
  Required
Trigger
Polling
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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 Booking
Triggers when a booking is created.
Trigger
Polling
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New Booking Type
Lists the booking types.
Trigger
Polling
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New Team
Lists the teams.
Trigger
Polling
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- Team
  Required
Trigger
Polling
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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

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 TidyCal

TidyCal is simple and easy calendar management and booking tool.

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Related categories

Calendar