Agency Elephant + Credit Repair Cloud

Create or update Agency Elephant leads from new Credit Repair Cloud leads

Effortlessly manage your leads between Credit Repair Cloud and Agency Elephant with this seamless workflow. When a new lead is added in Credit Repair Cloud, this automation will create or update the lead in Agency Elephant, ensuring your lead information stays up-to-date across both platforms. Save time and maintain accuracy by streamlining your lead management process.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
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Create or Update Lead
Create a new lead, or updates an existing lead.
ActionWrite

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Supported triggers and actions

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
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Instant
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New Client
Triggered when you add a new client.
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Instant
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New Lead
Triggered when you add a new lead.
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Instant
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Update Lead
Triggered when you update a lead.
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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

- EventRequired
- TagRequired
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Instant
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New Group
Triggers when a new Group is created.
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Instant
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- Lead IDRequired
- ActionRequired
- Pipeline StatusRequired
Action
Write
- Lead IDRequired
- ActionRequired
- GroupRequired
Action
Write
- Enter a keywordRequired
- Select a group
Action
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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.
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Instant
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Update Client
Triggered when you update a client.
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
- 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
- EventRequired
- Pipeline StatusRequired
Trigger
Instant
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- EventRequired
- GroupRequired
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Instant
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- GroupRequired
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- Lead IDRequired
- ActionRequired
- TagsRequired
Action
Write
- Select a groupRequired
- Select a tag
- Select Pipeline Status
Action
Write