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Compass + iSoftpull

Add new iSoftpull applicants as Compass CRM leads

Activate this Zapier template if you would like to bring your new applicant data from iSoftpull into Compass CRM. In addition to name, address, phone, email, social security, and date of birth, this template can also add the iSoftpull Intelligence Indicator as well as a direct link to the customer credit report and score!

Activate this Zapier template if you would like to bring your new applicant data from iSoftpull into Compass CRM. In addition to name, address, phone, email, social security, and date of birth, this template can also add the iSoftpull Intelligence Indicator as well as a direct link to the customer credit report and score!

  1. When this happens...
    iSoftpulliSoftpull
    Retrieve Applicant Data

    Triggers when an Applicant gets processed on iSoftpull.

    TriggerInstant
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • iSoftpull triggers, actions, and search

    Retrieve Applicant Data

    Triggers when an Applicant gets processed on iSoftpull.

    Trigger
    Instant
    Try It
    • APIRequired

    • API Key IDRequired

    • API Secret Access TokenRequired

    • First NameRequired

    • Middle Name

    • Last NameRequired

    • Street AddressRequired

    • CityRequired

    • StateRequired

    • Zip CodeRequired

    • Date Of Birth

    • Social Security Number

    • Email

    • Phone

    Action
    Write
    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Tags

    Action
    Write
    • APIRequired

    • API Key IDRequired

    • API Secret Access TokenRequired

    • First NameRequired

    • Middle Name

    • Last NameRequired

    • Street AddressRequired

    • CityRequired

    • StateRequired

    • Zip CodeRequired

    • Date of BirthRequired

    • Social Security NumberRequired

    • Email

    • Phone

    Action
    Write
    • Applicant IDRequired

    Action
    Search
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About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
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Related categories

  • CRM (Customer Relationship Management)

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isoftpull logo
isoftpull logo

About iSoftpull

Instantly view your customer's Equifax and TransUnion credit reports and FICO Scores with soft credit check technology.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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