Zapier is a third-party platform that allows you to connect credit repair software for business with over a thousand platforms. It also allows you to further automate tasks so that you don’t need to do everything manually. Zapier helps you get things done, saving much of your time.
To access Zapier in the credit repair software for business, you need to go to the company tab.
Then under the company menu option, click notification/automation.
Instantly, you will be routed to the notification and automation screen, where you can manage your automation features and notification.
Under the notification/automation screen, you will see the following: manager notifications, 1-click print automation with Letterstream, SMS with Twilio, Zapier integration, follow-up letter due date change, and change password.
Then go to Zapier integration.
In this section, you will see the 3 steps to set up and understand the Zapier integration and how it works.
It is still best for you to go through each step accordingly so you can make sure that you create your Zapier account and integrate it successfully.
The 1st step is to create a free Zapier account by clicking on this icon.
For the 2nd step, you can watch the get-started video to learn more about the integration.
3rd step: if you want to expand your knowledge about Zapier, you can watch other training videos available on YouTube by clicking on this icon.
This is where you can get your Zapier credentials to connect Zapier to client dispute manager software.
Then over here, you will see the automation workflows.
Once you click the automation workflows you will be routed to this Zapier Automation.
Each article has a training video that you can watch if you get lost in the navigation.
Allowing you to have the capability to take your business processes to the next level means freedom. Freedom can lead you to success. You can fully automate your tasks and focus on scaling your business.
Bonus: Now that you have read this article, why not take your new skill and start your own credit business helping others? We have free training that can help you do just that.
Click here to learn more.