Credit Repair Cloud + SuperOffice CRM

Create new SuperOffice CRM appointments for Credit Repair Cloud leads

Effortlessly manage your leads with this convenient workflow between Credit Repair Cloud and SuperOffice CRM. When a new lead is added in Credit Repair Cloud, an appointment will be created in SuperOffice CRM, ensuring you stay organized and on top of your client meetings. Enhance your lead management process with this seamless integration, and never miss an opportunity to connect with potential clients.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create Appointment
Creates a new appointment.
ActionWrite

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Supported triggers and actions

What does this mean?

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

Company Changed
Triggers when an existing company is changed.
Trigger
Instant
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Document Changed
Triggers when an existing document is changed.
Trigger
Instant
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Contact Changed
Triggers when an existing contact is changed.
Trigger
Instant
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Project Changed
Triggers when an existing project is modified in SuperOffice.
Trigger
Instant
Try It
New Project Member
Triggers when a new project member is added to a project.
Trigger
Instant
Try It
- Trigger whenRequired
Trigger
Instant
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Create Appointment
Creates a new appointment.
Action
Write
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Project Member
Creates a new project member.
Action
Write
Create Sale
Creates a new sale.
Action
Write
Create Request Message
Creates a new message for an existing request.
Action
Write
- Document idRequired
- DocumentRequired
Action
Write
Update Request
Update an existing request content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or 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
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
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Sale
Triggers when a new sale is created.
Trigger
Instant
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
Create Request Message Attachment
Creates a new request message attachment.
Action
Write
Create Document
Creates a new document.
Action
Write
Create Project
Creates a new project.
Action
Write
Remove Project Member
Remove a project member.
Action
Write
Create Request
Creates a new request.
Action
Write
Update Company
Update an existing company content.
Action
Write
Update Contact
Update an existing contact content.
Action
Write
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search
- Search ValueRequired
Action
Search or write
- Search ValueRequired
Action
Search or write

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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create new SuperOffice CRM sales for Credit Repair Cloud clients

Create new contacts in SuperOffice CRM from new clients in Credit Repair Cloud

Credit Repair Cloud + SuperOffice CRM

Create new SuperOffice CRM appointments for Credit Repair Cloud leads

Status Change

New Client

New Lead

Update Lead

Change Lead

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

Create Client

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

Create Lead

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

Company Changed

Document Changed

Contact Changed

Project Changed

New Project Member

Sale Changed

Create Appointment

Create Company

Create Contact

Create Project Member

Create Sale

Create Request Message

Update Document Content

Update Request

Find Contact

Find Sale

Find or Create Company

Find or Create Project

Find or Create Request

New Affiliate

New Invoice