Connect ScoreCEO to Salesforce and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from ScoreCEO

A trigger is an event that starts your Zap and runs the workflow. For example, with ScoreCEO, a trigger could be "Added Affiliate."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

Connect ScoreCEO and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

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Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Added Affiliate
Triggers when Added New Affiliate in your portal.
Trigger
Scheduled
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Added Consumer Invoice
Triggers when Added Consumer Invoice by System or by CRO.
Trigger
Scheduled
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Updated Affiliate
Triggers when Updated an Affiliate in your portal.
Trigger
Scheduled
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Updated Lead
Triggers when a lead is updated in our system.
Trigger
Scheduled
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- Office Name
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- DOB
- Zip
- Address
- Phone
- ContactNumber
- CellPhone
Action
Write

- First Name
  Required
- Last Name
  Required
- Email
  Required
- Zip
- DOB
- Address
- Home Phone
- Work Phone
- CellPhone
- IsOutSourced
- Prevent On Hold
- Consumer Comments
- CampaignName
- SelectedCampaigns
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Zip
- Next Billing Date
- NextDisputeDate
- Billing Status
- DOB
- Address
- Home Phone
- Work Phone
- CellPhone
- IsOutSourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Added Consumer
Triggers when Added Consumer into your portal using add existing consumer.
Trigger
Scheduled
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Added Lead
Triggers when Added New Lead into your portal.
Trigger
Scheduled
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Updated Consumer
Triggers when Update Consumer when a customer is changed in portal.
Trigger
Scheduled
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Updated Lead Status
Triggers when a lead/Consumer status changes in your Portal.
Trigger
Scheduled
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- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Zip
- Plan
  Required
- Next Billing Date
- NextDisputeDate
- Billing Status
- DOB
- Home Phone
- Work Phone
- CellPhone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write
- Email
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- DOB
- Address
- Zip
- ContactNumber
- CellPhone
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Status
- Billing Status
- Zip
- DOB
- Address
- Home Phone
- Work Phone
- CellPhone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

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About ScoreCEO

ScoreCEO is a Credit Repair Business CRM SAAS that helps Credit Repair companies start, run, and grow their business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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