Integrations enable your Credit Repair Cloud to share data and trigger actions in your other cloud based software.
This is one of the greatest features of cloud computing, but before jumping in, it’s important to know what is possible and who will build it.
Our API can be used to:
- Create custom web lead forms
- Trigger emails from your other software
- Start email marketing drip campaigns
- Send a sms text message to a new client
- Bill your clients
- Sync your 3rd party CRM to your Credit Repair Cloud
- and more…
*It’s important to remember that there are anti-spam and privacy laws that you must follow. You cannot send unwanted texts or emails to people who have not given permission to receive them. Never buy lists of leads and be extremely cautious before doing any outbound marketing with your other software.
If you’re just starting out your business
Start slow, learn our basic software first and don’t get side tracked on integrations, just yet. You will not need most of these tools (other than Chargebee) today (or during a free trial). However, if you’re building a large-scale operation with call center, support staff, fulfillment department and more, integrations will help you to grow and scale much faster, without spending money on building custom software.
There are 3 types of integrations possible with Credit Repair Cloud
Pre-built integrations, Zapier integrations and Direct integrations. Here’s what each of these mean:
1) Pre-Built Integrations
Our pre-guilt integrations are: Chargebee, Mailchimp and Mandrill. These are incredibly easy to use because we have already done the hard part of building them. On your end they are very easy to use. To learn about these integrations, Just visit: My Company>Chargebee, My Company>Mailchimp and My Company>Mandrill and you will see step by step instructions and videos in the pages.
2) Zapier Integrations
Zapier is one of the greatest tools on the internet. It’s like a matchmaker for web apps. Since we are integrated with Zapier, you can use it to integrate Credit Repair Cloud with over 500 popular cloud apps apps with no programming necessary. In fact, Zapier makes new integrations nearly easy as snapping together legos. This opens up endless possibilities of automations with Credit Repair Cloud. This is one of the most exciting reasons we build software in the cloud.
Here’s an awesome 1 minute overview of Zapier:
With Zapier you can integrate Credit Repair Cloud with apps for:
- Billing, Accounting, & Invoicing
- Customer Support
- Developer Tools
- Electronic Signatures
- Email Marketing
- Event Management
- File Management
- Help Desk
- Instant Messaging
- Lead Generation
- Phone/SMS Texting
- Project Management
- Sentiment Analysis
- Server Monitoring
- Time Tracking
- and more.
Here are a few examples of CRC>Zapier integrations we’ve seen:
- Custom Web Lead Forms: Don’t like our web lead forms? Want to make some that are more complex? Make your own with Gravity Forms, Google Forms or WuFoo Forms and send the data to Credit Repair Cloud or your CRM via Zapier. Click here for a page just about custom forms
- Drip email campaigns for New Leads, New Clients or New Affiliates: It’s easy with CRC+ZAPIER+GETDRIP https://zapier.com/zapbook/drip/
- SMS Texting: Add a new client to your CRM or CRC and have Zapier trigger a SMS text to a new client inviting them to log into the portal to sign their agreement. We see Zapier>Twilio used most often for this.
- Marketing Automation: Adding a new lead can trigger a drip campaign in your Marketing automation software. Here’s an awesome article about Zapier Hacks for Marketers. and of course if you want to be serious marketer, you might want to check out HubSpot and Infusionsoft https://zapier.com/learn/ultimate-guide-to-crm-apps/marketing-automation-crm/
- CRM Integrations: Want to add Clients or Affiliates to your Salesforce, ZOHO, Infusionsoft or other CRM and have it automatically appear in Credit Repair Cloud? You can do this with Zapier.When it comes to choosing a CRM you have many options. The most common Credit Repair Cloud+CRM integrations that we see are with ZOHO and Salesforce. And there are also CRM’s that include amazing marketing automation, like Hubspot, infustionsoft and Intercom. Links to explore them all are below.Here’s the most common integration flow used by large scale Credit Repair Organizations who integrate Credit Repair Cloud with and a 3rd Party CRM:
1. Marketing automation software (or Call Center Staff) add Leads to CRM.
2. Call center staff converts leads to clients into their CRM.
3. New client in CRM creates a zap (in Zapier) to add same client to Credit Repair Cloud.
4. Fulfillment staff takes over in CRC to handle the credit repair for that client.
Here are articles at Zapier about choosing and using a CRM:
Want some other automation? Check out this awesome guide to the hundred of ways to use Zapier.
Remember, an Zapier integration is Do-it-Yourself.
We won’t be able to actually set up your integrations for you. After all, we can’t see into your Zapier account and we’re not experts on the 500 apps that Zapier is integrated with (and those other companies have their own support). But if you’re having trouble with a Zapier integration, just reach out, tell us what you’re trying to do, what’s going wrong, what app you’re working with and what error you’re seeing. We will probably ask you for your Zapier login details so we can take a look and offer some advice. Just ask! You might also need to do these same steps with the support team at the other software you’re trying to integrate with. Since you’re coordinating between a few different companies (and probably a developer, too), this will take a little bit of time.
Most common Zapier support issue: Wanting an integration to do something it’s not intended to do. Remember, even though no programming is necessary for Zapier, there still will be “some” technical details to understand. Be sure to read the instructions in Zapier to understand exactly what triggers and actions (“zaps”) are actually available.
3) Direct Integrations
These require you to hire your own developer. Show your developer our Credit Repair Cloud API Overview so they will understand what API calls are available.
Got a developer? Send him the links:
if your developer has questions, just reach out, tell us what you’re trying to do and what app you’re working with, show us your XML code and we can definitely offer advice. Just ask!
Security Considerations for communicating with us
Security is important due to the client data that we store, so please understand that we cannot share details about your account with any 3rd party.
- If you are a developer: Please do not write us directly from email addresses not belonging to a Credit Repair Cloud account owner.
- If you are a Credit Repair Cloud account owner and you have a developer (3rd party person) helping you with your integration: please do not have them write us with questions about your account from email addresses not in our system.
If you’re the account owner, support emails should come only from your master email address on your Credit Repair Cloud account. Here’s a link that explains this more www.creditrepaircloud.com/security. Please understand that these rules protect the client data that we store.