Credit Repair Cloud + Teamleader Focus

Create new Credit Repair Cloud clients from Teamleader Focus contacts

Effortlessly streamline your contact management process with this workflow! When you add a new contact in Teamleader Focus, it will instantly create a client in Credit Repair Cloud, ensuring a seamless transition for your contacts. Save time and stay organized by automating this crucial step in your client onboarding process.

Effortlessly streamline your contact management process with this workflow! When you add a new contact in Teamleader Focus, it will instantly create a client in Credit Repair Cloud, ensuring a seamless transition for your contacts. Save time and stay organized by automating this crucial step in your client onboarding process.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    New Contact

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    Credit Repair CloudCredit Repair Cloud
    Create Client

    Adds a new client.

    ActionWrite
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Supported triggers and actions

    • Company nameRequired

    • Business Type

    • VAT number

    • Local business number

    • Primary

    • Invoicing

    • Telephone

    • Fax

    • Website

    • Street

    • Zip code

    • City

    • Country

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Street

    • Zip code

    • City

    • Country

    • Addressee

    • Iban

    • Bic

    • Language

    • Responsible user

    • Remarks

    • Tags

    • Custom Fields

    • Marketing Mails Consent

    Action
    Write
    • TitleRequired

    • Summary

    • Customer TypeRequired

    • Customer IdRequired

    • Contact Person

    • Source

    • Department

    • Responsible User

    • Phase

    • Estimated Value Amount

    • Estimated Value Currency

    • Estimated Probability

    • Estimated Closing Date

    • Custom Fields

    Action
    Write
credit-repair-cloud logo
credit-repair-cloud logo

About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.

Related categories

  • CRM (Customer Relationship Management)

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teamleader logo
teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier