Using integrations will help you grow and scale your credit repair business by automating repetitive tasks and sharing information between your business tools. In this article, we’ll cover everything you need to know about pre-built integrations.
Table of contents:
To start, make sure you have the following:
What is a prebuilt integration?
You can think of a pre-built integration as a robot built by Credit Repair Cloud to automatically complete repetitive tasks for you. Once you set these up, they need low maintenance.
What are the available pre-built integrations?
Website Tools:
These are copy/paste tools that you can use on your website.
Web Lead Form
Affiliate Signup Form
Login Options
Videos
Where do I find the available Website Tools?
Click on Client Growth
Click on Website Tools
Ensure you are in the Web Lead Form tab.
This is where you will be able to customize and configure your web lead form before adding it to your website.
How do I use the Website Tools?
Once you are on the Website Tools page, follow the general steps below to use the tools on your website:
Click on any of the tabs:
* Web Lead Form
* Affiliate Signup Form
* Login Options
* Videos
Customize the tool as needed.
Learn how to customize a Web Lead Form here.
Learn how to customize an Affiliate Signup Form here.
The Login Options area will provide you with the URL you can use for your client’s secure access, a login button image, and the code for a login form that you can add to your website.
The Videos area will provide you with the code for two explainer videos that you can add to your website.
Copy the code manually or use the Copy button
Use this code as needed