iSoftpull + Salesforce
Create Salesforce records for new potential borrowers in iSoftpull
Use this Zapier automation if you would like to bring your potential borrower's data from iSoftpull into Salesforce. 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!
Use this Zapier automation if you would like to bring your potential borrower's data from iSoftpull into Salesforce. 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!
- When this happens...Retrieve Applicant Data
Triggers when an Applicant gets processed on iSoftpull.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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- 14 day trial for premium features & apps
Retrieve Applicant Data
Triggers when an Applicant gets processed on iSoftpull.
Try ItAPIRequired
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
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
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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
Applicant IDRequired
History ObjectRequired
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
