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HubSpot + Loanzify

HubSpot + Loanzify

HubSpot + Loanzify integrations

Add new Loanzify leads to a HubSpot contact list instantly

Streamline your lead management process with this seamless workflow between Loanzify and HubSpot. Whenever a new lead is detected in your Loanzify app, this automation will instantaneously add the contact to a list in HubSpot. By bridging these two services, you eliminate manual data entry, speeding up customer engagement and ensuring nobody slips through the cracks. Keep your marketing efforts focused and efficient with this time-saving solution.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a form is submitted from LHP3
  2. automatically do this!
    Add Contact to List
    Add Contact to List
    Add Contact to ListAdds a contact to a specific static list. (Marketing Hub Starter plans and above)
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More things you can do with Loanzify and HubSpot

Discover other triggers and actions you can use with Loanzify and HubSpot

    • Form Id
    Trigger
    Polling
    Try It
    • Email Address
    • Last Name
    • First Name
    • IP Address
    Action
    Write
    • Note
    • Additional properties to retrieve
    Trigger
    Polling
    Try It
    • Object Type
      Required
    • Properties to Retrieve
    Trigger
    Polling
    Try It
    • 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
    • Note
    • Additional properties to retrieve
    Trigger
    Polling
    Try It
    • Note
    • Additional properties to retrieve
    Trigger
    Polling
    Try It
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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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About Loanzify
Loanzify Digital POS platform is a fully customizable loan and client management tool.
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Related Zap Templates

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