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Integrate Surefire CRM with LoanzifyIntegrate Surefire CRM with Loanzify
Surefire CRM
CRM (Customer Relationship Management)
Integrate Salesforce with LoanzifyIntegrate Salesforce with Loanzify
Salesforce
CRM (Customer Relationship Management)
Integrate HubSpot with LoanzifyIntegrate HubSpot with Loanzify
HubSpot
Marketing Automation
Integrate LendingPad with LoanzifyIntegrate LendingPad with Loanzify
LendingPad
eCommerce
Integrate Shape with LoanzifyIntegrate Shape with Loanzify
Shape
CRM (Customer Relationship Management)
Integrate LeadConnector with LoanzifyIntegrate LeadConnector with Loanzify
LeadConnector
Marketing Automation
Integrate Pipedrive with LoanzifyIntegrate Pipedrive with Loanzify
Pipedrive
CRM (Customer Relationship Management)
Integrate Podio with LoanzifyIntegrate Podio with Loanzify
Podio
Project Management
Integrate LionDesk with LoanzifyIntegrate LionDesk with Loanzify
LionDesk
CRM (Customer Relationship Management)
Integrate Surefire CRM with LoanzifyIntegrate Surefire CRM with Loanzify
Surefire CRM
CRM (Customer Relationship Management)
Integrate Salesforce with LoanzifyIntegrate Salesforce with Loanzify
Salesforce
CRM (Customer Relationship Management)
Integrate HubSpot with LoanzifyIntegrate HubSpot with Loanzify
HubSpot
Marketing Automation
Integrate LendingPad with LoanzifyIntegrate LendingPad with Loanzify
LendingPad
eCommerce
Integrate Shape with LoanzifyIntegrate Shape with Loanzify
Shape
CRM (Customer Relationship Management)
Integrate LeadConnector with LoanzifyIntegrate LeadConnector with Loanzify
LeadConnector
Marketing Automation
Integrate Surefire CRM with LoanzifyIntegrate Surefire CRM with Loanzify
Surefire CRM
CRM (Customer Relationship Management)
Integrate Salesforce with LoanzifyIntegrate Salesforce with Loanzify
Salesforce
CRM (Customer Relationship Management)
Integrate HubSpot with LoanzifyIntegrate HubSpot with Loanzify
HubSpot
Marketing Automation
Integrate LendingPad with LoanzifyIntegrate LendingPad with Loanzify
LendingPad
eCommerce
Integrate Shape with LoanzifyIntegrate Shape with Loanzify
Shape
CRM (Customer Relationship Management)
Integrate LeadConnector with LoanzifyIntegrate LeadConnector with Loanzify
LeadConnector
Marketing Automation
Integrate Pipedrive with LoanzifyIntegrate Pipedrive with Loanzify
Pipedrive
CRM (Customer Relationship Management)
Integrate Podio with LoanzifyIntegrate Podio with Loanzify
Podio
Project Management
Integrate LionDesk with LoanzifyIntegrate LionDesk with Loanzify
LionDesk
CRM (Customer Relationship Management)

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Quickly automate Loanzify integrations with Zapier's templates

  • Create new Pipedrive deals when new loans are created in Loanzify

    • Loanzify logo
    • Pipedrive logo
    Loanzify + Pipedrive
  • Create Google Sheets spreadsheet rows from new Loanzify loans

    • Loanzify logo
    • Google Sheets logo
    Loanzify + Google Sheets
  • Create records in Shape Software from new Loanzify loans

    • Loanzify logo
    • Shape logo
    Loanzify + Shape
  • Create Mailchimp subscribers from new Loanzify loans

    • Loanzify logo
    • Mailchimp logo
    Loanzify + Mailchimp
  • Create Salesforce records from new Loanzify loans

    Premium
    Details
    • Loanzify logo
    • Salesforce logo
    Loanzify + Salesforce
  • Create ActiveCampaign contacts from new Loanzify loans

    • Loanzify logo
    • ActiveCampaign logo
    Loanzify + ActiveCampaign
  • Create new Pipedrive deals when new loans are created in Loanzify

    • Loanzify logo
    • Pipedrive logo
    Loanzify + Pipedrive
  • Create Google Sheets spreadsheet rows from new Loanzify loans

    • Loanzify logo
    • Google Sheets logo
    Loanzify + Google Sheets
  • Create records in Shape Software from new Loanzify loans

    • Loanzify logo
    • Shape logo
    Loanzify + Shape
  • Create Mailchimp subscribers from new Loanzify loans

    • Loanzify logo
    • Mailchimp logo
    Loanzify + Mailchimp
  • Create Salesforce records from new Loanzify loans

    Premium
    Details
    • Loanzify logo
    • Salesforce logo
    Loanzify + Salesforce
  • Create ActiveCampaign contacts from new Loanzify loans

    • Loanzify logo
    • ActiveCampaign logo
    Loanzify + ActiveCampaign
  • Create Zoho CRM modules entries from new Loanzify loans

    Premium
    Details
    • Loanzify logo
    • Zoho CRM logo
    Loanzify + Zoho CRM
  • Add Smartsheet rows to sheet for new Loanzify loans

    • Loanzify logo
    • Smartsheet logo
    Loanzify + Smartsheet
  • Create Google Contacts contacts from new Loanzify loans

    • Loanzify logo
    • Google Contacts logo
    Loanzify + Google Contacts
  • Send channel messages in Slack for new Loanzify loans

    • Loanzify logo
    • Slack logo
    Loanzify + Slack
  • Send Discord channel messages for new Loanzify loans

    • Loanzify logo
    • Discord logo
    Loanzify + Discord
  • Create leads in Tabrasa when loans are added to Loanzify

    Premium
    Details
    • Loanzify logo
    • Formatter by Zapier logo
    • Webhooks by Zapier logo
    Loanzify + Formatter by Zapier + Webhooks by Zapier
    • Create Zoho CRM modules entries from new Loanzify loans

      Premium
      Details
      • Loanzify logo
      • Zoho CRM logo
      Loanzify + Zoho CRM
    • Add Smartsheet rows to sheet for new Loanzify loans

      • Loanzify logo
      • Smartsheet logo
      Loanzify + Smartsheet
    • Create Google Contacts contacts from new Loanzify loans

      • Loanzify logo
      • Google Contacts logo
      Loanzify + Google Contacts
    • Send channel messages in Slack for new Loanzify loans

      • Loanzify logo
      • Slack logo
      Loanzify + Slack
    • Send Discord channel messages for new Loanzify loans

      • Loanzify logo
      • Discord logo
      Loanzify + Discord
    • Create leads in Tabrasa when loans are added to Loanzify

      Premium
      Details
      • Loanzify logo
      • Formatter by Zapier logo
      • Webhooks by Zapier logo
      Loanzify + Formatter by Zapier + Webhooks by Zapier

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    triggers, actions, or triggers and actions
      • Loan Officer ID
      • Loan Type
      • Loan Amount
      • Property Type
      • Property Use
      • Property Down Payment Amount
      • Property Down Payment Gift Amount
      • Property Address
      • Property City
      • Property State
      • Property Zipcode
      • Borrower Email
        Required
      • Borrower First Name
      • Borrower Middle Name
      • Borrower Last Name
      • Borrower Suffix
      • Borrower Phone Home
      • Borrower Phone Cell
      • Borrower Birth Date
      • Borrower Education
      • Borrower Marital Status
      • Borrower Dependents Count
      • Borrower Intend To Occupy
      • Borrower Citizenship Status
      • Borrower Gender
      • Borrower Primary Address - Street
      • Borrower Primary Address - City
      • Borrower Primary Address - State
      • Borrower Primary Address - Years
      • Borrower Primary Address - Ownership
      • Borrower Mailing Address - Street
      • Borrower Mailing Address - City
      • Borrower Mailing Address - State
      • Borrower Mailing Address - Zipcode
      • Borrower Mailing Address - Years
      • Borrower Mailing Address - Ownership
      • Borrower Former Address - Street
      • Borrower Former Address - City
      • Borrower Former Address - State
      • Borrower Former Address - Zipcode
      • Borrower Former Address - Years
      • Borrower Former Address - Ownership
      • Co-Borrower Email
      • Co-Borrower First Name
      • Co-Borrower Middle Name
      • Co-Borrower Last Name
      • Co-Borrower Suffix
      • Co-Borrower Phone Home
      • Co-Borrower Phone Cell
      • Co-Borrower Birth Date
      • Co-Borrower Education
      • Co-Borrower Marital Status
      • Co-Borrower Dependents Count
      • Co-Borrower Intend To Occupy
      • Co-Borrower Citizenship Status
      • Co-Borrower Gender
      • Co-Borrower Primary Address - Street
      • Co-Borrower Primary Address - City
      • Co-Borrower Primary Address - State
      • Co-Borrower Primary Address - Years
      • Co-Borrower Primary Address - Ownership
      • Co-Borrower Mailing Address - Street
      • Co-Borrower Mailing Address - City
      • Co-Borrower Mailing Address - State
      • Co-Borrower Mailing Address - Zipcode
      • Co-Borrower Mailing Address - Years
      • Co-Borrower Mailing Address - Ownership
      • Co-Borrower Former Address - Street
      • Co-Borrower Former Address - City
      • Co-Borrower Former Address - State
      • Co-Borrower Former Address - Zipcode
      • Co-Borrower Former Address - Years
      • Co-Borrower Former Address - Ownership
      Action
      Write
    loanzify logo
    loanzify logo
    About Loanzify
    Loanzify Digital POS platform is a fully customizable loan and client management tool.
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