BizConnect + SALESENGINE.SE

Create new partner records in SALESENGINE.SE when new contacts are added in BizConnect

Enhance your lead management strategy by coupling BizConnect and SALESENGINE.SE with this effective workflow. On capturing a new contact in BizConnect, this setup instantly crafts a partner record in SALESENGINE.SE. Experience a streamlined sales process by ensuring every potential contact is captured, boosting overall sales efficiency.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Partner Record
This action will create a new partner record.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Consumer WorkflowRequired
Trigger
Scheduled
Try It
- Partner Status Updated ToRequired
Trigger
Scheduled
Try It
New Partner Added
Triggers when a new partner record is added.
Trigger
Scheduled
Try It
- Consumer Record IDRequired
- Status To Change ToRequired
Action
Write

- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead SourceRequired
- SE Campaign
- Workflow
- LDN
- First NameRequired
- Last NameRequired
- Address 1Required
- Address 2
- CityRequired
- State
- ZipRequired
- PhoneRequired
- EmailRequired
- AgeRequired
- Home Value
- Mortgaged Owed
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- Phone
- Email
- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Home Value
- Mortgaged Owed
- Notes
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Stage
- Alt Relationship
Action
Write

- Partner Record IDRequired
- Partner Workflow
Action
Write
- Partner Record IDRequired
- Status To Change ToRequired
Action
Write
- Search ByRequired
- Search PartnerRequired
Action
Search

- First NameRequired
- Last Name
- Email
- Company Name
- Job Title
- Mobile Numbers
- Phone Numbers
- Fax
- PO Box
- Address
- Postal(ZIP) Code
- City
- State
- Country
- Website
Action
Write
- Consumer Status Updated ToRequired
Trigger
Scheduled
Try It
New Consumer Added
Triggers when a new consumer record is added.
Trigger
Scheduled
Try It
- Workflow Added To:Required
Trigger
Scheduled
Try It
- Consumer Record IDRequired
- Consumer WorkflowRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email
- Phone
- StatusRequired
- Workflow
- TypeRequired
- Company NameRequired
- Stage
- Address
- Address 2
- City
- State
- Zip
- Country
- Website
- Birthdate
- Title
- Assistant
- Description
- Lead Source
- campaigns
- Record Owner
- Assigned to User
- Notes
Action
Write
- Partner Record IDRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Birthdate
- Status
- Workflow
- Partner type
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Description
- Website
- Opt Out
- Stage
- Title
- Assistant
- Lead Source
- Campaign
- Record Accepted Date
- Record Owner
- Assigned to User
Action
Write
- Consumer Record IDRequired
- First Name
- Last Name
- Email
- Phone
- SE Record Type
- SE Record Status
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Opt Out
- Home Value
- Mortgaged Owed
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Stage
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Alt Relationship
Action
Write
- Search ByRequired
- Search ConsumerRequired
Action
Search

About BizConnect

BizConnect is an application for business card scanning and contact management which comes with attractive CRM features.

Learn more Help

Related categories

Productivity

About SALESENGINE.SE

Integration with the Mortgage CRM SalesEngine.SE

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

BizConnect + SALESENGINE.SE

Create new partner records in SALESENGINE.SE when new contacts are added in BizConnect

New Contact

Consumer Added to Workflow

Partner Status Updated

Partner Status Updated ToRequired

New Partner Added

Change Consumer Status

Consumer Record IDRequired

Status To Change ToRequired

Create SE Consumer Record (Deprecated)

SE Record TypeRequired

SE Record StatusRequired

SE Lead SourceRequired

SE Campaign

Workflow

LDN

First NameRequired

Last NameRequired

Address 1Required

Address 2

CityRequired

State

ZipRequired

PhoneRequired

EmailRequired

AgeRequired

Home Value

Mortgaged Owed

Notes

Create Consumer Record

First NameRequired

Last NameRequired

Phone

Email

SE Record TypeRequired

SE Record StatusRequired

SE Lead Source

SE Campaign

Workflow

Address 1

Address 2

City

State

Zip

Birthdate

Home Value

Mortgaged Owed

Notes

Actual Close Date

Sq Footage

# of Units

Loan Type

Estimated Close Date

Loan Sale Type

Loan Purpose

Final Action

HUD Counseling Date

Application Intake Date

Application Date

HUD Certification Date

HECM MCA

2nd Liens

Existing Payment

Loan Number

Trust

Adjustable Rate

Fixed Rate

Margin

UPB

LO Fee

RM ID

Appraisal Paid By

AMC/Appraiser

Year Built

Year's at Property

Property Notes