Credit Repair Cloud + Zomentum

Credit Repair Cloud + Zomentum integrations

Create or update Zomentum clients from new leads in Credit Repair Cloud

Efficiently manage your leads and streamline your sales process with this automation. When a new lead is added in Credit Repair Cloud, this workflow will create or update a client in Zomentum, ensuring your client information is always up-to-date. Save time and effort by eliminating manual data entry, and stay focused on growing your credit repair business.

When this happens...
New LeadTriggered when you add a new lead.
TriggerInstant
automatically do this!
Create or Update ClientCreate or Update Client
ActionWrite

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More things you can do with Credit Repair Cloud and Zomentum

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

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

Client Updated
Triggers when a client is updated.
Trigger
Polling
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Contact Updated
Triggers when a contact is update.
Trigger
Polling
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Document Created
Triggers when a new Document is created.
Trigger
Polling
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Polling
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Users
Triggers when fetch owner while creating client.
Trigger
Polling
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- ClientCompanyId
- email
  Required
- phone
- clientCompanyName
  Required
- contactType
- first
  Required
- last
- JobTitle
- Department
Action
Write
- OpportunityId
  Required
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyId
  Required
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityId
  Required
Action
Search

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
Client Created
Triggers when a new client is created.
Trigger
Polling
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Contact Created
Triggers when a new contact is created.
Trigger
Polling
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Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
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Document Updated
Triggers when Document is updated.
Trigger
Polling
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
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- ClientCompanyId
- name
  Required
- companyType
  Required
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- Name
  Required
- Client Name
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
  Required
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserId
  Required
Action
Search

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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CRM (Customer Relationship Management)

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About Zomentum

Zomentum is a sales funnel management tool built for MSPs