Скачать или смотреть Passing Data Between Apps with Zapier (Apply This to Your Credit Repair Business)

In this video, I’ll walk you through how to properly pass data between different apps using Zapier — from capturing a lead, to formatting their information, to automatically sending emails, updating your CRM, and even triggering text messages.

We’ll build a multi-step Zap so you can see exactly how data flows between tools, how to clean it up along the way, and how to make sure each app receives it in the right format.

Even though the example here is generic, you can apply the same setup to your credit repair business to:

Instantly move lead info from your website into your CRM

Automatically send welcome emails and text confirmations

Format phone numbers, names, and other data so your system reads it correctly

Trigger dispute workflows without manual data entry

Once you understand how to pass data between software, you can automate the entire client onboarding process — saving hours of admin work and giving new clients an immediate, professional experience.