How to connect Prequal Solutions + Zoho CRM + Webhooks by Zapier
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Do even more with Prequal Solutions + Zoho CRM + Webhooks by Zapier
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Prequal Solutions, Zoho CRM, and Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
Applicant Processed
Triggers when an applicant is processed, or when an applicant is attempted to be processed but fails.
Try ItSort
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.
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How Prequal Solutions + Zoho CRM + Webhooks by Zapier Integrations Work
- Step 1: Authenticate Prequal Solutions, Zoho CRM, and Webhooks by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.