Bigin by Zoho CRM + LendingPad

Bigin by Zoho CRM + LendingPad integrations

Update pipeline records in Bigin by Zoho CRM when loans are updated in LendingPad

Stay on top of your loan management with this streamlined workflow. Whenever a loan is updated in LendingPad, a corresponding record is instantly created or updated in Bigin by Zoho CRM. This seamless integration helps keep your financial data accurate and up-to-date, simplifying your customer relationship management efforts. This workflow is your personal assistant, ensuring no loan status gets overlooked in your CRM.

When this happens...
Loan UpdatedTriggers when loan was updated.
TriggerInstant
automatically do this!
Create or Update Pipeline RecordCreates a new pipeline record or updates the details of an existing pipeline record.
ActionWrite

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More things you can do with LendingPad and Bigin by Zoho CRM

Discover other triggers and actions you can use with LendingPad and Bigin by Zoho CRM

Loan Updated
Triggers when loan was updated.
Trigger
Instant
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- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Action
Write

- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Deal ID
  Required
Action
Write
- Organization
  Required
- Product ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Full Name
Action
Search
- Organization
  Required
- Deal Name
Action
Search
- Organization
  Required
- Product Name
- Product Code
Action
Search
- Organization
  Required
- User Email
Action
Search

- Branch
- Campaign
- Borrower First Name
  Required
- Borrower Last Name
  Required
- Borrower Email
- Borrower Mobile Phone
- Borrower Home Phone
- Borrower Work Phone
- Borrower SSN
- Borrower Birth Date
- Borrower Current Address - Street
- Borrower Current Address - City
- Borrower Current Address - State
- Borrower Current Address - Zip Code
- Co-Borrower First Name
- Co-Borrower Last Name
- Co-Borrower Email
- Co-Borrower Birth Date
- Co-Borrower SSN
- Co-Borrower Home Phone
- Co-Borrower Mobile Phone
- Co-Borrower Work Phone
- Co-Borrower Current Address - Street
- Co-Borrower Current Address - City
- Co-Borrower Current Address - State
- Co-Borrower Current Address - Zip Code
- Occupancy
- Purpose
  Required
- LoanType
  Required
- AppraisalValue
- PurchasePrice
- LoanAmount
- CreditScore
- Term
- NoteRate
- PropertyType
  Required
- Units
- OtherFinancing
- CLTV
- LTV
- Program
- SubjectPropertyAddressStreet
- SubjectPropertyAddressCity
- SubjectPropertyAddressState
- SubjectPropertyAddressZipCode
- ProposedHousingExpenseFirstMortgage
- ProposedHousingExpenseOtherFinance
- ProposedHousingExpenseHazardInsurance
- ProposedHousingExpensePropertyTax
- ProposedHousingExpenseMortgageInsurance
- ProposedHousingExpenseHoa
- ProposedHousingExpenseOther
- Note
- Loan Assistant ID
- Loan Assistant Email
- Loan Officer ID
- Loan Officer Email
- Loan Officer Nmls ID
- Loan Processor ID
- Loan Processor Email
- Reference ID
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- Organization
  Required
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Contact ID
  Required
Action
Write
- Organization
  Required
- Event ID
  Required
Action
Write
- Organization
  Required
- Task ID
  Required
Action
Write
- Organization
  Required
- Select Query
Action
Search
- Organization
  Required
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- Organization
  Required
- Event Title
- Start DateTime
Action
Search
- Organization
  Required
- Task Name
Action
Search

About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Zoho

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About LendingPad

LendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.

Learn moreLearn moreHelpHelp

Related categories

eCommerce