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.
Please note:
If you’re in the early stages of running your credit repair business, take it slow, learn the business and our basic software first, and don’t get sidetracked on integrations. You will not need these tools at an early stage or during a free trial.
Table of contents:
- Prerequisites
- What is a pre-built integration?
- What are the available pre-built integrations?
- Where do I find the available Website Tools?
- How do I use the Website Tools?
To start, make sure you have the following:
What is a pre-built 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. If you don't have a website, get one today at MyCreditRepairSite.com.
- Web Lead Form
- Affiliate Signup Form
- Login Options
- Videos
Important Note
Mailchimp and Chargebee have recently changed their Terms and Conditions and they no longer provide services to Credit Repair businesses. We recommend using ActiveCampaign or Zapier integrations as an alternative to Mailchimp, and Billsby for processing payment as an alternative to Chargebee.
Where do I find the available Website Tools?
- Log in to your Credit Repair Cloud account
- Go to https://app.creditrepaircloud.com/mycompany/website_tools
The Website Tools will be listed here.
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 codes of two explainer videos that you can add to your website.
- Copy the code manually or use the Copy button
Important Note - Chargebee
You may find old documentation in our help center mentioning “Chargebee.” However, Chargebee recently changed their business model to Enterprise which resulted in severely spiked fees and they began rejecting CRC users. We no longer recommend Chargebee. As an alternative, we suggest Billsby as your super simple and more affordable option.
What you can do now:
Comments
Article is closed for comments.