Credit Repair Cloud + Simple CRM

Add new Credit Repair Cloud clients to Simple CRM as companies

Easily manage your growing client base with this seamless workflow between Credit Repair Cloud and Simple CRM. When a new client is added in Credit Repair Cloud, a company will be created in Simple CRM, ensuring your customer information stays organized and up to date. Save time and let this automation take care of the manual process for you.

When this happens...
New Client
Triggered when you add a new client.
TriggerInstant
automatically do this!
Create Company
Creates a Company
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 Contact
Triggers when a new contact is created.
Trigger
Polling
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New Interaction
Triggers when a new interaction is created.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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- Contact nameRequired
- First Name
- Email address
- Address Line 1
- Address Line 2
- Postal Code
- City
- Country
- Mobile phone number
- Phone number
- Ref Externe
Action
Write
- SubjectRequired
- Start date
- Type
- Status
- Contact ID
- Company ID
- Project ID
- User ID
- Duration hours
- Duration minutes
- End datetime
- Deadline date
- Budget
- Source
- Note
- Is task
- Priority
Action
Write
- Company NameRequired
- Ref Externe
- Rue
- Complément d'adresse
- Code postal
- Localité
- Pays
- SIRET
- TVA
- Identifiant national
- Téléphone 1
- Téléphone 2
- Fax
- Email
- Site web
- Note
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 Company
Triggers when an new company is created.
Trigger
Polling
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New Linked Contact and Company
Triggers when a link between a contact and a company is created.
Trigger
Polling
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New Business Opportunity
Triggers when a new interaction which type is "Sales" is created.
Trigger
Polling
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New Support Ticket
Triggers when a new interaction which is "Support" is created.
Trigger
Polling
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- Contact IDRequired
- Company IDRequired
- Function
Action
Write
- Project NameRequired
- Start date
- End Date
- Status
Action
Write