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RateUpdate Integrations

CRM (Customer Relationship Management)

Put RateUpdate to work with AI and enterprise-grade automation

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Integrate Google Sheets with RateUpdateIntegrate Google Sheets with RateUpdate
Google Sheets
Google, Spreadsheets
Integrate Facebook Lead Ads with RateUpdateIntegrate Facebook Lead Ads with RateUpdate
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate LeadConnector with RateUpdateIntegrate LeadConnector with RateUpdate
LeadConnector
Marketing Automation
Integrate Airtable with RateUpdateIntegrate Airtable with RateUpdate
Airtable
Databases
Integrate Salesforce with RateUpdateIntegrate Salesforce with RateUpdate
Salesforce
CRM (Customer Relationship Management)
Integrate ActiveCampaign with RateUpdateIntegrate ActiveCampaign with RateUpdate
ActiveCampaign
Marketing Automation
Integrate Google Sheets with RateUpdateIntegrate Google Sheets with RateUpdate
Google Sheets
Google, Spreadsheets
Integrate Facebook Lead Ads with RateUpdateIntegrate Facebook Lead Ads with RateUpdate
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate LeadConnector with RateUpdateIntegrate LeadConnector with RateUpdate
LeadConnector
Marketing Automation
Integrate Airtable with RateUpdateIntegrate Airtable with RateUpdate
Airtable
Databases
Integrate Salesforce with RateUpdateIntegrate Salesforce with RateUpdate
Salesforce
CRM (Customer Relationship Management)
Integrate ActiveCampaign with RateUpdateIntegrate ActiveCampaign with RateUpdate
ActiveCampaign
Marketing Automation
Integrate Google Sheets with RateUpdateIntegrate Google Sheets with RateUpdate
Google Sheets
Google, Spreadsheets
Integrate Facebook Lead Ads with RateUpdateIntegrate Facebook Lead Ads with RateUpdate
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate LeadConnector with RateUpdateIntegrate LeadConnector with RateUpdate
LeadConnector
Marketing Automation
Integrate Airtable with RateUpdateIntegrate Airtable with RateUpdate
Airtable
Databases
Integrate Salesforce with RateUpdateIntegrate Salesforce with RateUpdate
Salesforce
CRM (Customer Relationship Management)
Integrate ActiveCampaign with RateUpdateIntegrate ActiveCampaign with RateUpdate
ActiveCampaign
Marketing Automation

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Launch your first automated workflow

  • Add new hot leads from RateUpdate to Google Sheets as rows immediately

    • RateUpdate logo
    • Google Sheets logo
    RateUpdate + Google Sheets
  • Create spreadsheet rows in Google Sheets for new form leads in RateUpdate

    • RateUpdate logo
    • Google Sheets logo
    RateUpdate + Google Sheets
  • Add new leads in RateUpdate for every new row in Google Sheets

    • Google Sheets logo
    • RateUpdate logo
    Google Sheets + RateUpdate
  • Capture new Facebook Lead Ads leads and add them to RateUpdate instantly

    Premium
    Details
    • Facebook Lead Ads logo
    • RateUpdate logo
    Facebook Lead Ads + RateUpdate
  • Add new hot leads from RateUpdate to Google Sheets as rows immediately

    • RateUpdate logo
    • Google Sheets logo
    RateUpdate + Google Sheets
  • Create spreadsheet rows in Google Sheets for new form leads in RateUpdate

    • RateUpdate logo
    • Google Sheets logo
    RateUpdate + Google Sheets
  • Add new leads in RateUpdate for every new row in Google Sheets

    • Google Sheets logo
    • RateUpdate logo
    Google Sheets + RateUpdate
  • Capture new Facebook Lead Ads leads and add them to RateUpdate instantly

    Premium
    Details
    • Facebook Lead Ads logo
    • RateUpdate logo
    Facebook Lead Ads + RateUpdate
    • 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.

      • RateUpdate triggers, actions, and search
        New Hot Lead

        Triggers when a new hot lead is created.

        Trigger
        Instant
        Try It
        • Lead Name
          Required
        • Lead Email
          Required
        • Lead Phone
          Required
        • Lead Address
        • Lead Rate
        • Agent Name
        • Segment Name
        • Your RateUpdate email
          Required
        Action
        Write

      For builders

      Let your AI safely access RateUpdate

      Go beyond Zap workflows. Install Zapier in your AI to call RateUpdate actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in RateUpdate from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Add New Lead

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose RateUpdate actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a RateUpdate connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "rateupdate", owner: "me" });
      
      await zapier.runAction({
        app: 'rateupdate',
        action: 'create_lead',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      RateUpdate Help & Support

      Common questions

      rateupdate logo
      About RateUpdate
      RateUpdate is a simple sales tool for Mortgage Loan Officers to generate more loans by sending personalized rate digests to clients and partners.
      Related categories

      Popular RateUpdate Integrations

      Popular RateUpdate Integrations