Create integrations between Prequal Solutions and Zoho CRM to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Applicant Processed
Triggers when an applicant is processed, or when an applicant is attempted to be processed but fails.
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Limit
Offset
Lender ID
Email Address
Applicant ID
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
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Lender IDRequired
First NameRequired
Last NameRequired
Street AddressRequired
CityRequired
StateRequired
Zip CodeRequired
Phone NumberRequired
Email AddressRequired
Middle Name
Date of Birth
SSN
Force Repull
Annual Income
Previous Street Address
Previous City
Previous State
Previous Zip Code
Hard Pull
Request MLA Search
Custom Fields
Utm_source
Utm_medium
Utm_campaign
Utm_term
Utm_content
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It