Scarlett Network Enhanced + Zoho CRM

Scarlett Network Enhanced + Zoho CRM integrations

Submit new deals to lender in Scarlett Network Enhanced and create or update entries in Zoho CRM

Boost your productivity with this streamlined workflow. As soon as a deal is submitted to a lender through the Scarlett Network Enhanced app, pertinent details are immediately updated in your Zoho CRM. This seamless process ensures an efficient and error-free transfer of data, allowing you to focus on the pressing aspects of your business. Enhance your sales process immediately with this effective solution.

When this happens...
Deal Submitted to LenderTriggers when an Application / Deal is submitted to lender.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Scarlett Network Enhanced and Zoho CRM

Discover other triggers and actions you can use with Scarlett Network Enhanced and Zoho CRM

- User Profile
  Required
Trigger
Instant
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- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
Lead Note Deleted
Triggers when a lead note is deleted.
Trigger
Instant
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Lead Co-Applicant Updated
Triggers when a lead co-applicant is updated.
Trigger
Instant
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Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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Lead Document Deleted
Triggers when a lead document is deleted.
Trigger
Instant
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Lead Note Added
Triggers when a new lead note is added.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Action
Write
- Lead ID
  Required
- Notes
  Required
Action
Write
- User Profile
  Required
Action
Write
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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New 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.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
Lead Co-Applicant Deleted
Triggers when a lead co-applicant is deleted.
Trigger
Instant
Try It
Lead Created
Triggers when a new Lead is created.
Trigger
Instant
Try It
Lead Document Added
Triggers when a new lead document is added.
Trigger
Instant
Try It
Lead Document Update
Triggers when a lead document is updated.
Trigger
Instant
Try It
Lead Note Updated
Triggers when a lead note is updated.
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Trigger
Instant
Try It
- User Profile
  Required
Action
Write
- Lead Owner
  Required
Action
Write
- User Profile
  Required
Action
Write
- Lead ID
  Required
- Lead Owner
  Required
Action
Write
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.
Trigger
Polling
Try It
New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Scarlett Network Enhanced

Scarlett Network Enhanced is a broker-in-a-box software-as-a-service solution, tailored for mortgage brokers and lenders.

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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