Surefire CRM + Loanzify + Verse Integrations

How to connect Surefire CRM + Loanzify + Verse

Zapier lets you send info between Surefire CRM and Loanzify and Verse automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger

Start here arrow pointing down

Choose an Action

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Do even more with Surefire CRM + Loanzify + Verse

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 Surefire CRM, Loanzify, and Verse. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Create Contact
Creates a new contact or updates an existing contact.
Action
Write
- Email Address
- Last Name
- First Name
- IP Address
Action
Write
New Lead Activity
Trigger when a new activity on a lead is added.
Trigger
Instant
Try It
New Qualified Lead
Trigger when a lead has been qualified.
Trigger
Instant
Try It
End Conversation (Qualify)
End conversation and qualify a lead.
Action
Write

Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
Action
Write
- Search By
- Search Value
Action
Search

- Status
Trigger
Scheduled
Try It
- Loan Officer ID
- Loan Type
- Loan Amount
- Property Type
- Property Use
- Property Down Payment Amount
- Property Down Payment Gift Amount
- Property Address
- Property City
- Property State
- Property Zipcode
- Borrower EmailRequired
- Borrower First Name
- Borrower Middle Name
- Borrower Last Name
- Borrower Suffix
- Borrower Phone Home
- Borrower Phone Cell
- Borrower Birth Date
- Borrower Education
- Borrower Marital Status
- Borrower Dependents Count
- Borrower Intend To Occupy
- Borrower Citizenship Status
- Borrower Gender
- Borrower Primary Address - Street
- Borrower Primary Address - City
- Borrower Primary Address - State
- Borrower Primary Address - Years
- Borrower Primary Address - Ownership
- Borrower Mailing Address - Street
- Borrower Mailing Address - City
- Borrower Mailing Address - State
- Borrower Mailing Address - Zipcode
- Borrower Mailing Address - Years
- Borrower Mailing Address - Ownership
- Borrower Former Address - Street
- Borrower Former Address - City
- Borrower Former Address - State
- Borrower Former Address - Zipcode
- Borrower Former Address - Years
- Borrower Former Address - Ownership
- Co-Borrower Email
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Suffix
- Co-Borrower Phone Home
- Co-Borrower Phone Cell
- Co-Borrower Birth Date
- Co-Borrower Education
- Co-Borrower Marital Status
- Co-Borrower Dependents Count
- Co-Borrower Intend To Occupy
- Co-Borrower Citizenship Status
- Co-Borrower Gender
- Co-Borrower Primary Address - Street
- Co-Borrower Primary Address - City
- Co-Borrower Primary Address - State
- Co-Borrower Primary Address - Years
- Co-Borrower Primary Address - Ownership
- Co-Borrower Mailing Address - Street
- Co-Borrower Mailing Address - City
- Co-Borrower Mailing Address - State
- Co-Borrower Mailing Address - Zipcode
- Co-Borrower Mailing Address - Years
- Co-Borrower Mailing Address - Ownership
- Co-Borrower Former Address - Street
- Co-Borrower Former Address - City
- Co-Borrower Former Address - State
- Co-Borrower Former Address - Zipcode
- Co-Borrower Former Address - Years
- Co-Borrower Former Address - Ownership
Action
Write
New Lead Created
Trigger when a lead has been created.
Trigger
Instant
Try It
New Unqualified Lead
Trigger when a lead has been unqualified.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone Number
- Lead Type
- Street Address
- City
- State
- Postal Code
- Additional Notes
- Lead Source
- External Lead Id
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Team Name
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Custom Fields
Action
Write
- Lead Converted
- Lead Conversion Amount
- First Name
- Last Name
- Email
- Street Address
- City
- State
- Postal Code
- External Lead Id
- Lead Type
- Additional Notes
- Lead Source
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Custom Fields
Action
Write

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

How Surefire CRM + Loanzify + Verse Integrations Work

Step 1: Authenticate Surefire CRM, Loanzify, and Verse.
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.

Connect apps

Connect Surefire CRM + Loanzify + Verse

About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Loanzify

Loanzify Digital POS platform is a fully customizable loan and client management tool.

Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

About Verse

Verse is a lead conversion platform that helps businesses quickly qualify leads through 2-way text conversations driven by powerful AI.

Learn more

Related categories

Sales & CRM

PRODUCTS

CAPABILITIES

By team

Surefire CRM + Loanzify + Verse Integrations

How to connect Surefire CRM + Loanzify + Verse

Do even more with Surefire CRM + Loanzify + Verse

Create Contact

Create Lead

Email Address

Last Name

First Name

IP Address

New Lead Activity

New Qualified Lead

End Conversation (Qualify)

Stop Conversation (Unqualify)

Find Lead

Search By

Search Value

New Loan Created

Status

Create Loanzify Loan

Loan Officer ID

Loan Type

Loan Amount

Property Type

Property Use

Property Down Payment Amount

Property Down Payment Gift Amount

Property Address

Property City

Property State

Property Zipcode

Borrower First Name

Borrower Middle Name

Borrower Last Name

Borrower Suffix

Borrower Phone Home

Borrower Phone Cell

Borrower Birth Date

Borrower Education

Borrower Marital Status

Borrower Dependents Count

Borrower Intend To Occupy

Borrower Citizenship Status

Borrower Gender

Borrower Primary Address - Street

Borrower Primary Address - City

Borrower Primary Address - State

Borrower Primary Address - Years

Borrower Primary Address - Ownership

Borrower Mailing Address - Street

Borrower Mailing Address - City

Borrower Mailing Address - State

Borrower Mailing Address - Zipcode

Borrower Mailing Address - Years

Borrower Mailing Address - Ownership

Borrower Former Address - Street

Borrower Former Address - City

Borrower Former Address - State

Borrower Former Address - Zipcode

Borrower Former Address - Years

Borrower Former Address - Ownership

Co-Borrower Email

Co-Borrower First Name

Co-Borrower Middle Name

Co-Borrower Last Name

Co-Borrower Suffix

Co-Borrower Phone Home

Co-Borrower Phone Cell

Co-Borrower Birth Date

Co-Borrower Education

Co-Borrower Marital Status

Co-Borrower Dependents Count

Co-Borrower Intend To Occupy

Co-Borrower Citizenship Status

Co-Borrower Gender

Co-Borrower Primary Address - Street

Co-Borrower Primary Address - City

Co-Borrower Primary Address - State