Table of Contents
Support Guide
Credzu Integration Support Guide
What it is, why it matters, and how to set it up in Shape
-
Numan Habib
What Is Credzu?
Credzu helps borrowers improve their credit so they can qualify for a mortgage in the future.
This integration connects Shape CRM with Credzu so leads can automatically be invited into the Credzu program.
Note: For direct assistance with integration steps, please reach out to your Shape Account Manager or help@setshape.com so our team can assist!
Before You Start
You will need:
- Your Shape CRM login
- Your Credzu API Key (provided by Credzu)
- Admin access inside Shape CRM
Overview: How It Works
Here’s the simple version of the process:
- A loan officer changes a lead’s status to Credzu Credit Repair.
- Shape CRM sends the lead information to Credzu.
- Credzu creates a special invite link called a Magic Link.
- Shape saves the Magic Link on the lead.
- The borrower receives an email and/or text message invite through Shape with the magic link.
- The borrower clicks the Magic Link in the invite.
- Credzu begins the credit repair process with the client.
a. If client falls out, Credzu will prompt Shape to follow up on the loan officer’s behalf.
- Credzu sends status updates back into Shape CRM.
- Once the credit approval threshold is met Credzu will notify the client’s loan officer on Shape.
Part 1: Create the Needed Statuses
Step 1: Add the “Credzu Credit Repair” Status
In Shape CRM:
- Go to Settings
- Click Custom Configuration
- Click Manage Statuses
- Click Add Status
- Create this status:
- Credzu Credit Repair
- Click Save
Step 2: Create the Credzu Status List
Still inside Manage Statuses:
- Click Create Status List
- Name it:
- Credzu
- Open the new Credzu list
- Add these statuses exactly:
- awaiting_click
- stalled_client
- active_repair
- mortgage_ready
- Click Save
Part 2: Create the Magic Link Field
The Magic Link is the special invite link sent to the borrower.
Step 3: Add the “magic_link” Custom Field
- Go to Users and Permissions
- Click Manage Departments
- Open Loan Officers
- Click Workflow Tabs
- Click Leads
- Find Custom and click Restore if needed
- Click Manage Custom Fields
- Click Add Field
- Choose Text Field
- Name the field:
- magic_link
- Save the field
Part 3: Create the Webhook
The webhook is what sends lead information from Shape to Credzu.
Step 4: Add the Credzu Webhook
- Go to Settings
- Click Apps & Integrations
- Click Manage Webhooks
- Click New Webhook
Setting
Value
Title
Invite Lead to Credzu
Method
POST
Type
Field
Payload Type
JSON
Live URL
None
https://credzu.com/wp-json/credzu/v1/receive-data-webhook
Staging URL (testing only)
None
https://env-credzu-staging.kinsta.cloud/wp-json/credzu/v1/receive-data-webhook
Step 5: Add the Authorization Header
Add this header:
Header
Value
Authorization
Credzu-Key YOUR_API_KEY
Replace:
None
YOUR_API_KEY
with the API key provided by Credzu.
Step 6: Add the Data Mapping
Map these fields:
Credzu Field
Shape Field
first_name
Loan Officer First Name
last_name
Loan Officer Last Name
Loan Officer Email
mobile_phone
Loan Officer Phone
partner_id
Loan Officer User ID
lead_id
Lead ID
magic_link
magic_link
Save the webhook.
Part 4: Create the Trigger
The trigger tells Shape when to send a lead to Credzu.
Step 7: Add the Automated Trigger
- Go to Settings
- Click Sales & Marketing
- Click Create a new trigger
Use these settings:
Setting
Value
Trigger Type
Status
Trigger Event
Credzu Credit Repair
Automation Type
Initiate an Outbound Webhook
Automation Action
Invite Lead to Credzu
Schedule
Immediately
Save the trigger.
Make sure the trigger is marked as Active.
Part 5: Create the Borrower Messages
Step 8: Send the Invite Email
When a lead is moved to Credzu Credit Repair, the borrower should receive an email with the Magic Link.
Suggested Email Subject
None
Next steps for your Loan Application
Simple Email Example
None
Hi {Lead.FirstName},
We’d still love to help you qualify for a mortgage in the future.
We partnered with Credzu to help improve your credit.
Click the link below to get started:
{magic_link}
If you have questions, please contact us anytime.
Step 9: Send the Invite Text Message
Example SMS
None
We sent you an email with steps to help improve your credit and qualify for a future mortgage. Please check your inbox when you have a moment.
Part 6: Understand the Credzu Statuses
These statuses are automatically sent back from Credzu.
Setting
What It Means
awaiting_click
Borrower has not clicked the invite yet
stalled_client
Borrower started but has not finished setup
active_repair
Borrower signed up and started credit repair
mortgage_ready
Borrower may be ready to qualify again
Part 7: Test the Integration
Before going live:
- Confirm all statuses were created
- Confirm the magic_link field exists
- Confirm the webhook is saved
- Confirm the trigger is active
- Move a test lead into “Credzu Credit Repair”
- Verify the borrower receives the email/text
- Verify the Magic Link appears on the lead record
- Verify Credzu statuses update automatically
Support Contacts
For Shape CRM support:
- Your Shape Account Manager
- Or help@setshape.com
For Credzu support:
- Contact your Credzu representative
- Or zach@credzu.com
