SALESENGINE.SE Integrations

Name: Zapier
Availability: InStock

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CallRail

Call Tracking

Google Sheets

Google, Spreadsheets

Copper

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Typeform

Forms & Surveys

Gmail

Email, Google

Wufoo

Forms & Surveys

CallTrackingMetrics

Call Tracking

Jotform

Forms & Surveys

CallRail

Call Tracking

Google Sheets

Google, Spreadsheets

Copper

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Typeform

Forms & Surveys

Gmail

Email, Google

CallRail

Call Tracking

Google Sheets

Google, Spreadsheets

Copper

CRM (Customer Relationship Management)

Mailchimp

Marketing Automation

Typeform

Forms & Surveys

Gmail

Email, Google

Wufoo

Forms & Surveys

CallTrackingMetrics

Call Tracking

Jotform

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

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

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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

Generate consumer records in SalesEngine from new labels in Gmail

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Gmail + SALESENGINE.SE

Create consumer records in SalesEngine from new starred emails in Gmail

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Gmail + SALESENGINE.SE

Generate consumer records in SalesEngine from new Gmail threads

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Gmail + SALESENGINE.SE

Create SalesEngine consumer records from new Copper leads

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Copper + SALESENGINE.SE

Generate SalesEngine consumer records with new Copper activities

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Copper + SALESENGINE.SE

Create consumer reminders in SALESENGINE.SE from new Google Sheets rows

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Google Sheets + SALESENGINE.SE

Generate consumer records in SalesEngine from new labels in Gmail
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Gmail + SALESENGINE.SE
Create consumer records in SalesEngine from new starred emails in Gmail
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Gmail + SALESENGINE.SE
Generate consumer records in SalesEngine from new Gmail threads
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Gmail + SALESENGINE.SE
Create SalesEngine consumer records from new Copper leads
Details
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Copper + SALESENGINE.SE
Generate SalesEngine consumer records with new Copper activities
Details
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Copper + SALESENGINE.SE
Create consumer reminders in SALESENGINE.SE from new Google Sheets rows
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Google Sheets + SALESENGINE.SE

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.

- Consumer Workflow
  Required
Trigger
Polling
Try It
- Partner Status Updated To
  Required
Trigger
Polling
Try It
New Partner Added
Triggers when a new partner record is added.
Trigger
Polling
Try It
- Consumer Record ID
  Required
- Status To Change To
  Required
Action
Write
- SE Record Type
  Required
- SE Record Status
  Required
- SE Lead Source
  Required
- SE Campaign
- Workflow
- LDN
- First Name
  Required
- Last Name
  Required
- Address 1
  Required
- Address 2
- City
  Required
- State
- Zip
  Required
- Phone
  Required
- Email
  Required
- Age
  Required
- Home Value
- Mortgaged Owed
- Notes
Action
Write

- First Name
  Required
- Last Name
  Required
- Phone
- Email
- SE Record Type
  Required
- SE Record Status
  Required
- 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 ID
  Required
- Partner Workflow
Action
Write

- Partner Record ID
  Required
- Status To Change To
  Required
Action
Write
- Search By
  Required
- Search Partner
  Required
Action
Search

- Consumer Status Updated To
  Required
Trigger
Polling
Try It
New Consumer Added
Triggers when a new consumer record is added.
Trigger
Polling
Try It
- Workflow Added To:
  Required
Trigger
Polling
Try It
- Consumer Record ID
  Required
- Consumer Workflow
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
- Phone
- Status
  Required
- Workflow
- Type
  Required
- Company Name
  Required
- 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 ID
  Required
- 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 ID
  Required
- 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 By
  Required
- Search Consumer
  Required
Action
Search

SALESENGINE.SE Help & Support

Common questions

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About SALESENGINE.SE

Integration with the Mortgage CRM SalesEngine.SE

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

SALESENGINE.SE Integrations

Do more with SALESENGINE.SE integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate SALESENGINE.SE integrations with Zapier's templates

Create SalesEngine consumer records from new Copper leads

Add SalesEngine consumer records from updated leads in Copper

Generate SalesEngine consumer records with new Copper activities

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

Create consumer records in SalesEngine from new Gmail emails

Add new labeled emails in Gmail to consumer records in SalesEngine

Create SalesEngine consumer records from new Copper leads

Add SalesEngine consumer records from updated leads in Copper

Generate SalesEngine consumer records with new Copper activities

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

Create consumer records in SalesEngine from new Gmail emails

Add new labeled emails in Gmail to consumer records in SalesEngine

Generate consumer records in SalesEngine from new labels in Gmail

Create consumer records in SalesEngine from new starred emails in Gmail

Generate consumer records in SalesEngine from new Gmail threads

Create SalesEngine consumer records from new Copper leads

Generate SalesEngine consumer records with new Copper activities

Create consumer reminders in SALESENGINE.SE from new Google Sheets rows

Generate consumer records in SalesEngine from new labels in Gmail

Create consumer records in SalesEngine from new starred emails in Gmail

Generate consumer records in SalesEngine from new Gmail threads

Create SalesEngine consumer records from new Copper leads

Generate SalesEngine consumer records with new Copper activities

Create consumer reminders in SALESENGINE.SE from new Google Sheets rows

Supported triggers and actions