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Surefire CRM + Prequal Solutions + Google Sheets Integrations

How to connect Surefire CRM + Prequal Solutions + Google Sheets

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

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Choose an Action
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Do even more with Surefire CRM + Prequal Solutions + Google Sheets

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, Prequal Solutions, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
  • Surefire CRM triggers, actions, and search

    Create Contact

    Creates a new contact or updates an existing contact.

    Action
    Write
    • Lender IDRequired

    • First NameRequired

    • Last NameRequired

    • Street AddressRequired

    • CityRequired

    • StateRequired

    • Zip CodeRequired

    • Phone NumberRequired

    • Email AddressRequired

    • Middle Name

    • Date of Birth

    • SSN

    • Force Repull

    • Annual Income

    • Previous Street Address

    • Previous City

    • Previous State

    • Previous Zip Code

    • Hard Pull

    • Request MLA Search

    • Custom Fields

    • Utm_source

    • Utm_medium

    • Utm_campaign

    • Utm_term

    • Utm_content

    Action
    Write
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
  • Prequal Solutions triggers, actions, and search

    Applicant Processed

    Triggers when an applicant is processed, or when an applicant is attempted to be processed but fails.

    Trigger
    Instant
    Try It
    • Sort

    • Limit

    • Offset

    • Lender ID

    • Email Address

    • Applicant ID

    Action
    Search
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It

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How Surefire CRM + Prequal Solutions + Google Sheets Integrations Work

  1. Step 1: Authenticate Surefire CRM, Prequal Solutions, and Google Sheets.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Surefire CRM

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

  • CRM (Customer Relationship Management)

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About Prequal Solutions

Prequal Solutions allows access to Fraud Protection Network's platform for credit prequalifications.
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