Usherpa + WikiRealty

Usherpa + WikiRealty integrations

Add new WikiRealty prospects as Usherpa contacts

Data entry takes up valuable time, but this Zapier template can help. Once active, this integration allows you to automatically add new WikiRealty prospects as Usherpa contacts. That way, they can receive automated follow up.

When this happens...
Prospect CreatedTriggers when a Prospect is added to this account.
TriggerInstant
automatically do this!
Import ContactCreates a new Contact
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More things you can do with WikiRealty and Usherpa

Discover other triggers and actions you can use with WikiRealty and Usherpa

Ad Created
Triggers when an Ad is created on this account.
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Ad Updated
Triggers when an Ad is deleted on this account.
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Integration Disconnected
Triggers when an Integration is disconnected from this account.
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Lead Deleted
Triggers when a Lead is deleted from this account.
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Listing Claimed
Triggers when a Listing is claimed to this account.
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Listing Updated
Triggers when a Listing is updated on this account.
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Post Deleted
Triggers when a Post is deleted from this account.
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Profile Updated
Triggers when a Response is received on this account.
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Prospect Updated
Triggers when a Prospect is updated on this account.
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Export Usherpa Loans
Export new or updated loans from Usherpa.
Trigger
Polling
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- Loan Identifier
  Required
- Loan Officer Email
  Required
- Borrower First Name
- Borrower Middle Name
- Borrower Last Name
  Required
- Borrower Salutation
- Borrower Nick Name
- Borrower Mobile Phone
- Borrower Work Phone
- Borrower Home Phone
- Borrower Email
- Borrower Best Way To Contact
- Borrower Mailing Address
- Borrower Mailing City
- Borrower Mailing State
- Borrower Mailing Postal Code
- Borrower Company Name
- Borrower Fico Score
- Borrower Job Title
- Borrower Birthday
- Co-Borrower First Name
- Co-Borrower Middle Name
- Co-Borrower Last Name
- Co-Borrower Salutation
- Co-Borrower Nick Name
- Co-Borrower Mobile Phone
- Co-Borrower Home Phone
- Co-Borrower Work Phone
- Co-Borrower Email
- Co-Borrower Best Way To Contact
- Co-Borrower Fico Score
- Co-Borrower Birth Day
- Display Name
- Group Name
- Loan Notes
- Language
- Own Primary Residence
- Referrer Name
- Actual Close Date
- Application Date
- Appraisal Ordered Date
- Appraisal Received Date
- Approval Date
- Cancellation Date
- CD Sent Date
- CD Receipt Date
- Cleared to Close Date
- Construction Close Date
- Credit Pulled Date
- Decision Date
- Denied Date
- Docs To Escrow Title Date
- Estimated Close Date
- First Payment Due Date
- Lock Date
- Lock Expiration Date
- Loan In Process Date
- Loan Modified Date
- Servicing Next Payment Due Date
- Signed Date
- Sold Date
- Submitted To Underwriting Date
- Appraised Value
- Association Dues
- CLTV
- Documentation Type
- Hazard Insurance
- Is In Flood Zone
- Lien Position
- Loan Status
- Loan ARM Index
- Loan ARM Margin
- Loan Interest Rate
- Loan Amount
- Loan Number
- Loan Product
- Loan Type
- Loan LTV
- Loan Monthly Payment
- Loan Purpose
- Loan Term
- Occupancy
- PMI
- Property Taxes
- Purchase Price
- Total Down Payment
- Total Loan Amount
- Total Monthly Payment
- Secondary Loan ARM Margin
- Secondary Loan ARM Index
- Secondary Loan Interest Rate
- Secondary Loan Amount
- Secondary Loan Number
- Secondary Loan Product
- Secondary Loan Type
- Secondary Loan LTV
- Secondary Loan Monthly Payment
- Property Street Address
- Property City
- Property County
- Property State
- Property Postal Code
- Escrow Company Name
- Escrow Street Address
- Escrow City
- Escrow State
- Escrow Postal Code
- Escrow Phone Number
- Escrow Fax Number
- Escrow No.
- Title Attn
- Buyer Agent Name
- Buyer Agent Company
- Buyer Agent Title
- Buyer Agent License No.
- Buyer Agent Email
- Buyer Agent Mobile Phone Number
- Buyer Agent Work Phone Number
- Buyer Agent Fax Number
- Buyer Agent Street Address
- Buyer Agent City
- Buyer Agent State
- Buyer Agent Postal Code
- Listing Agent Name
- Listing Agent Company
- Listing Agent Title
- Listing Agent License No.
- Listing Agent Email
- Listing Agent Mobile Phone Number
- Listing Agent Work Phone Number
- Listing Agent Fax Number
- Listing Agent Street Address
- Listing Agent City
- Listing Agent State
- Listing Agent Postal Code
Action
Write

Ad Deleted
Triggers when an Ad is updated on this account.
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Integration Connected
Triggers when an Integration is connected to this account.
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Lead Created
Triggers when a Lead is added to this account.
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Lead Updated
Triggers when a Lead is updated on this account.
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Listing Unclaimed
Triggers when a Listing is unclaimed from this account.
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Post Created
Triggers when a Post is added to this account.
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Instant
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Post Updated
Triggers when a Post is updated on this account.
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Instant
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Prospect Created
Triggers when a Prospect is added to this account.
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Instant
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Export Usherpa Contacts
Export new or updated loans from Usherpa
Trigger
Polling
Try It
- Contact Type
- Marketing Package
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nick Name
- Display Name
- Salutation
- Email
- Address
- City
- State
- Postal Code
- Home Phone
- Mobile Phone
- Work Phone
- Employer
- Birthday
- Title
- Group Name
- Referral Source
- Website
- Fico Score
- Favorite Things
- Own Current Residence
- Contact Preference
- Language
- License Number
- Additional Contact First Name
- Additional Contact Middle Name
- Additional Contact Last Name
- Additional Contact Salutation
- Additional Contact Nick Name
- Additional Contact Email
- Additional Contact Address
- Additional Contact City
- Additional Contact State
- Additional Contact Postal Code
- Additional Contact Home Phone
- Additional Contact Work Phone
- Additional Contact Mobile Phone
- Additional Contact Employer
- Additional Contact Title
- Additional Contact Birthday
- Additional Contact Website
- Additional Contact Fico Score
- Additional Contact Favorite Things
- Additional Contact Own Current Residence
- Additional Contact Contact Preference
- Additional Contact Language
- Additional Contact Licnese Number
Action
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About Usherpa

Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.

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Related categories

Contact Management

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About WikiRealty

WikiRealty is an automated hyperlocal marketing, advertising, and integrations platform for real estate.

HelpHelp

Related categories

Marketing