SALESENGINE.SE Integrations

CRM (Customer Relationship Management)

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Integrate CallRail with SALESENGINE.SE

Integrate CallRail with SALESENGINE.SE

CallRail

Call Tracking

Integrate Google Sheets with SALESENGINE.SE

Integrate Google Sheets with SALESENGINE.SE

Google Sheets

Google, Spreadsheets

Integrate Copper with SALESENGINE.SE

Integrate Copper with SALESENGINE.SE

Copper

CRM (Customer Relationship Management)

Integrate Webhooks by Zapier with SALESENGINE.SE

Integrate Webhooks by Zapier with SALESENGINE.SE

Webhooks by Zapier

Developer Tools, Zapier

Integrate Mailchimp with SALESENGINE.SE

Integrate Mailchimp with SALESENGINE.SE

Mailchimp

Email Newsletters

Integrate Facebook Lead Ads with SALESENGINE.SE

Integrate Facebook Lead Ads with SALESENGINE.SE

Facebook Lead Ads

Ads & Conversion, Facebook

Integrate Wufoo with SALESENGINE.SE

Integrate Wufoo with SALESENGINE.SE

Wufoo

Forms & Surveys

Integrate Typeform with SALESENGINE.SE

Integrate Typeform with SALESENGINE.SE

Typeform

Forms & Surveys

Integrate Gmail with SALESENGINE.SE

Integrate Gmail with SALESENGINE.SE

Gmail

Email, Google

Integrate CallRail with SALESENGINE.SE

Integrate CallRail with SALESENGINE.SE

CallRail

Call Tracking

Integrate Google Sheets with SALESENGINE.SE

Integrate Google Sheets with SALESENGINE.SE

Google Sheets

Google, Spreadsheets

Integrate Copper with SALESENGINE.SE

Integrate Copper with SALESENGINE.SE

Copper

CRM (Customer Relationship Management)

Integrate Webhooks by Zapier with SALESENGINE.SE

Integrate Webhooks by Zapier with SALESENGINE.SE

Webhooks by Zapier

Developer Tools, Zapier

Integrate Mailchimp with SALESENGINE.SE

Integrate Mailchimp with SALESENGINE.SE

Mailchimp

Email Newsletters

Integrate Facebook Lead Ads with SALESENGINE.SE

Integrate Facebook Lead Ads with SALESENGINE.SE

Facebook Lead Ads

Ads & Conversion, Facebook

Integrate CallRail with SALESENGINE.SE

Integrate CallRail with SALESENGINE.SE

CallRail

Call Tracking

Integrate Google Sheets with SALESENGINE.SE

Integrate Google Sheets with SALESENGINE.SE

Google Sheets

Google, Spreadsheets

Integrate Copper with SALESENGINE.SE

Integrate Copper with SALESENGINE.SE

Copper

CRM (Customer Relationship Management)

Integrate Webhooks by Zapier with SALESENGINE.SE

Integrate Webhooks by Zapier with SALESENGINE.SE

Webhooks by Zapier

Developer Tools, Zapier

Integrate Mailchimp with SALESENGINE.SE

Integrate Mailchimp with SALESENGINE.SE

Mailchimp

Email Newsletters

Integrate Facebook Lead Ads with SALESENGINE.SE

Integrate Facebook Lead Ads with SALESENGINE.SE

Facebook Lead Ads

Ads & Conversion, Facebook

Integrate Wufoo with SALESENGINE.SE

Integrate Wufoo with SALESENGINE.SE

Wufoo

Forms & Surveys

Integrate Typeform with SALESENGINE.SE

Integrate Typeform with SALESENGINE.SE

Typeform

Forms & Surveys

Integrate Gmail with SALESENGINE.SE

Integrate Gmail with SALESENGINE.SE

Gmail

Email, Google

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Quickly automate SALESENGINE.SE integrations with Zapier's templates

Create SalesEngine consumer records from new Copper leads
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Copper + SALESENGINE.SE
Add SalesEngine consumer records from updated leads in Copper
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Copper + SALESENGINE.SE
Generate SalesEngine consumer records with new Copper activities
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Copper + SALESENGINE.SE
Produce consumer records in SalesEngine from new emails matching searches in Gmail
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Gmail + SALESENGINE.SE

Create consumer records in SalesEngine from new Gmail emails
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Gmail + SALESENGINE.SE

Add new labeled emails in Gmail to consumer records in SalesEngine
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Gmail + SALESENGINE.SE

Create SalesEngine consumer records from new Copper leads

Copper + SALESENGINE.SE

Add SalesEngine consumer records from updated leads in Copper

Copper + SALESENGINE.SE

Generate SalesEngine consumer records with new Copper activities

Copper + SALESENGINE.SE

Produce consumer records in SalesEngine from new emails matching searches in Gmail

Gmail + SALESENGINE.SE

Create consumer records in SalesEngine from new Gmail emails

Gmail + SALESENGINE.SE

Add new labeled emails in Gmail to consumer records in SalesEngine

Gmail + SALESENGINE.SE

Supported triggers and actions

What does this mean?

- Consumer WorkflowRequired
Trigger
Scheduled
Try It
- Partner Status Updated ToRequired
Trigger
Scheduled
Try It
New Partner Added
Triggers when a new partner record is added.
Trigger
Scheduled
Try It
- Consumer Record IDRequired
- Status To Change ToRequired
Action
Write
- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead SourceRequired
- SE Campaign
- Workflow
- LDN
- First NameRequired
- Last NameRequired
- Address 1Required
- Address 2
- CityRequired
- State
- ZipRequired
- PhoneRequired
- EmailRequired
- AgeRequired
- Home Value
- Mortgaged Owed
- Notes
Action
Write

- First NameRequired
- Last NameRequired
- Phone
- Email
- SE Record TypeRequired
- SE Record StatusRequired
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Home Value
- Mortgaged Owed
- Notes
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Stage
- Alt Relationship
Action
Write
- Partner Record IDRequired
- Partner Workflow
Action
Write

- Partner Record IDRequired
- Status To Change ToRequired
Action
Write
- Search ByRequired
- Search PartnerRequired
Action
Search

- Consumer Status Updated ToRequired
Trigger
Scheduled
Try It
New Consumer Added
Triggers when a new consumer record is added.
Trigger
Scheduled
Try It
- Workflow Added To:Required
Trigger
Scheduled
Try It
- Consumer Record IDRequired
- Consumer WorkflowRequired
Action
Write
- First NameRequired
- Middle Name
- Last NameRequired
- Email
- Phone
- StatusRequired
- Workflow
- TypeRequired
- Company NameRequired
- Stage
- Address
- Address 2
- City
- State
- Zip
- Country
- Website
- Birthdate
- Title
- Assistant
- Description
- Lead Source
- campaigns
- Record Owner
- Assigned to User
- Notes
Action
Write
- Partner Record IDRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Birthdate
- Status
- Workflow
- Partner type
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Description
- Website
- Opt Out
- Stage
- Title
- Assistant
- Lead Source
- Campaign
- Record Accepted Date
- Record Owner
- Assigned to User
Action
Write
- Consumer Record IDRequired
- First Name
- Last Name
- Email
- Phone
- SE Record Type
- SE Record Status
- SE Lead Source
- SE Campaign
- Workflow
- Address 1
- Address 2
- City
- State
- Zip
- Birthdate
- Opt Out
- Home Value
- Mortgaged Owed
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Stage
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Alt Relationship
Action
Write
- Search ByRequired
- Search ConsumerRequired
Action
Search

About SALESENGINE.SE

Integration with the Mortgage CRM SalesEngine.SE

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier