Credit Repair Cloud + Dux-Soup

Create Dux-Soup profiles for new Credit Repair Cloud clients

Stay connected with your new clients by automating your communication process. With this workflow, whenever you add a New Client in Credit Repair Cloud, the Message Profile action in Dux-Soup will be initiated seamlessly. This helps you efficiently reach out to and engage with your clients, giving them the attention and support they need for a successful credit repair journey.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Message Profile
Add a Direct Message action to the activity queue.
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 LinkedIn Connection Event
Trigger when a connection has been added.
Trigger
Instant
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- Filter
Trigger
Instant
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- Profile URL to disconnectRequired
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to enrollRequired
- Target Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Target Profile URL (Sales Nav only)Required
- Message subject to useRequired
- Message template to useRequired
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save as lead (SalesNav only)Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to tagRequired
- Tags to apply (comma separated) Required
- Delay the action at least until
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
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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
New Dux-Soup Action Event
Trigger when a queued action executes.
Trigger
Instant
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New LinkedIn Message Event
Trigger when a new message is received.
Trigger
Instant
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- Profile URL to connectRequired
- Message template to use
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to endorse (regular LI)Required
- Top (+) or bottom (-) # skills to endorse, max 5, defaults to 1
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to follow (regular LI)Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to messageRequired
- Message template to useRequired
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save (regular LI)Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to visitRequired
- Delay the action at least until
Action
Write