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Loanzify Integrations

Beta
Marketing Automation

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Integrate Salesforce with Loanzify

Salesforce

CRM (Customer Relationship Management), Premium
Integrate LendingPad with Loanzify

LendingPad

Beta, eCommerce
Integrate Pipedrive with Loanzify

Pipedrive

CRM (Customer Relationship Management)
Integrate Surefire CRM with Loanzify

Surefire CRM

CRM (Customer Relationship Management)
Integrate Google Sheets with Loanzify

Google Sheets

Google, Spreadsheets
Integrate Trello with Loanzify

Trello

Project Management
Integrate LionDesk with Loanzify

LionDesk

CRM (Customer Relationship Management)
Integrate Slack with Loanzify

Slack

Team Chat
Integrate Mailchimp with Loanzify

Mailchimp

Email Newsletters
Integrate LeadConnector with Loanzify

LeadConnector

Marketing Automation
Integrate HubSpot with Loanzify

HubSpot

Marketing Automation
Integrate ActiveCampaign with Loanzify

ActiveCampaign

Marketing Automation
Integrate Cognito Forms with Loanzify

Cognito Forms

Forms & Surveys
Integrate Microsoft Teams with Loanzify

Microsoft Teams

Microsoft, Team Chat
Integrate Gmail with Loanzify

Gmail

Email, Google
Integrate Discord with Loanzify

Discord

Team Chat
Integrate Google Contacts with Loanzify

Google Contacts

Contact Management, Google
Integrate ClickUp with Loanzify

ClickUp

Project Management

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate Constant Contact with Loanzify

Constant Contact

Email Newsletters
Integrate Podio with Loanzify

Podio

Project Management
Integrate OneDrive with Loanzify

OneDrive

File Management & Storage, Microsoft
Integrate Smartsheet with Loanzify

Smartsheet

Spreadsheets
Integrate Redtail CRM with Loanzify

Redtail CRM

CRM (Customer Relationship Management)
Integrate Verse with Loanzify

Verse

Sales & CRM
Integrate leadPops with Loanzify

leadPops

Marketing Automation
Integrate ZarMoney with Loanzify

ZarMoney

Accounting, Beta
Integrate Momentifi with Loanzify

Momentifi

Beta, CRM (Customer Relationship Management)
Integrate AccountingSuite with Loanzify

AccountingSuite

Accounting

Popular ways to use Loanzify workflows

  • Create Trello cards from new Loanzify loans

    • Loanzify logo
    • Trello logo
    Loanzify + Trello
    More details
    1. When this happens

      Step 1: New Loan Created

    2. Then do this

      Step 2: Create Card

    Create Trello cards from new Loanzify loans

    Create Trello cards from new Loanzify loans
    • Loanzify logo
    • Trello logo
    Loanzify + Trello
  • Create Mailchimp subscribers from new Loanzify loans

    • Loanzify logo
    • Mailchimp logo
    Loanzify + Mailchimp
    More details
    1. When this happens

      Step 1: New Loan Created

    2. Then do this

      Step 2: Add/Update Subscriber

  • Create Salesforce records from new Loanzify loans

    premium
    • Loanzify logo
    • Salesforce logo
    Loanzify + Salesforce
    More details
    1. When this happens

      Step 1: New Loan Created

    2. Then do this

      Step 2: Create Record

  • Create Google Sheets spreadsheet rows from new Loanzify loans

    • Loanzify logo
    • Google Sheets logo
    Loanzify + Google Sheets
    More details
    1. When this happens

      Step 1: New Loan Created

    2. Then do this

      Step 2: Create Spreadsheet Row

  • Create ActiveCampaign contacts from new Loanzify loans

    • Loanzify logo
    • ActiveCampaign logo
    Loanzify + ActiveCampaign
    More details
    1. When this happens

      Step 1: New Loan Created

    2. Then do this

      Step 2: Create/Update Contact

Supported triggers and actions

What does this mean?
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loanzify logo
loanzify logo

About Loanzify

Loanzify Digital POS platform is a fully customizable loan and client management tool.

Related categories

  • Marketing Automation

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