Credit Repair Cloud + ZenDirect

Credit Repair Cloud + ZenDirect integrations

Create new ZenDirect contacts for new Credit Repair Cloud clients

Effortlessly manage your growing client base in the credit repair industry with this workflow, which creates new contacts in ZenDirect whenever a new client is added in Credit Repair Cloud. This automation ensures that your marketing and communication efforts remain consistent as your business expands, saving time and helping you keep track of every client interaction.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create New ContactCreates a new Contact in your ZenDirect Address Book
ActionWrite

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More things you can do with Credit Repair Cloud and ZenDirect

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

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

- ZenDirect Projects
  Required
- Ship Method
  Required
- ZenDirect Gifts
- Scheduled Date
- ZenDirect Contact ID
- Recipient First Name
- Recipient Last Name
- Recipient Company
- Recipient Title
- Recipient Street
- Recipient Street 2
- Recipient City
- Recipient State
- Recipient Postal Code
- Recipient Country
- Recipient Email
- Recipient Mobile Phone
- Sender First Name
- Sender Last Name
- Sender Company
- Sender Title
- Sender Street
- Sender Street2
- Sender City
- Sender State
- Sender PostalCode
- Sender Country
- Custom Variable 1
- Custom Variable 2
- Custom Variable 3
- Custom Variable 4
- Custom Variable 5
- Custom Variable 6
- Custom Variable 7
- Custom Variable 8
- Custom Variable 9
- Custom Variable 10
- Message
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 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
- First Name
  Required
- Last Name
  Required
- Street
  Required
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
  Required
- Company
- Title
- Street 2
- Email
- Mobile Phone
- Birthdate
- Spouse Name
- Spouse Birthdate
- Anniversary
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Message
- Contact Group
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)

Similar apps

Zapier Forms

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

About ZenDirect

Build better relationships with your clients, employees and prospects. Our service lets you easily personalize, print and send "handwritten" cards, physical mailers and gifts.

HelpHelp

Related categories

Printing

Related Zap Templates

Create new ZenDirect contacts from new Credit Repair Cloud leads

Related Zap Templates

Create new ZenDirect contacts from new Credit Repair Cloud leads