Credit Repair Cloud + Plezi

Create or update Plezi contacts from new Credit Repair Cloud leads

Effortlessly manage your new leads from Credit Repair Cloud by seamlessly updating their information in Plezi with this automation workflow. Once a new lead is added in Credit Repair Cloud, their contact details will be immediately created or updated in Plezi, ensuring your marketing and sales teams always have the latest information. Keep your contact records up-to-date and improve your customer relationships with this streamlined process.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or updates a contact.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

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

- Attribute
Trigger
Polling
Try It
- Contact StatusRequired
- All Contacts
Trigger
Polling
Try It
- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
Action
Write

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Instant
Try It
Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- 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
- ContentRequired
Trigger
Polling
Try It
- Score ThresholdRequired
- Attribute Value Format
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Option: Keep multiple select values
- Initial Source
- Source
Action
Write