Ally Hub + Credit Repair Cloud

Create new Ally Hub students from Credit Repair Cloud leads

Effortlessly manage your leads and expand your learning community with this seamless workflow. When a new lead emerges in Credit Repair Cloud, this automation creates a new student in Ally Hub, assisting you in nurturing potential customers and enriching your educational platform. Stay ahead of the game by streamlining your processes and focusing on what matters most: growing your business.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create Student
Creates a new student.
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.
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 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

New First Quote
Triggers when a student first quote is created.
Trigger
Polling
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New Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Trigger
Polling
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New Task or Event
Triggers when a new task or event is created.
Trigger
Polling
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- First NameRequired
- SurnameRequired
- EmailRequired
- City
- State
- CountryRequired
- Address
- Postal Code
- Phone 1
- Phone 2
- Document 1
- Document 2
- Perception
- Studied Idiom Name
- Studied Idiom Level
- Facebook Link
- Instagram Link
- Twitter Link
- Skype Username
- Passport Number
- Passport Validity Date
- Occupation
- Contact Name
- Contact Phone
- Observation
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 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
New Bill
Triggers when a new bill is created. (Financial > Bills)
Trigger
Polling
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New Sold Quote
Triggers when a student quote is set as sold.
Trigger
Polling
Try It
New Student
Triggers when a new student is created.
Trigger
Polling
Try It
- Student NameRequired
- Student Email
- StatusRequired
Action
Write
- Task NameRequired
- Task TypeRequired
- Event StartRequired
- Event EndRequired
- All Day
- Description
- Notification Before TypeRequired
- Notification BeforeRequired
- Notify by email
Action
Write