1.Catches inbound landing lead webhooks
Integrate Webhooks by Zapier to catch inbound loan inquiry events and to route them for eligibility review.
Add qualified landing leads to CRM and sheet
Automatically monitor qualifying landing-page loan inquiry webhooks across Webhooks by Zapier and MailerSend. Send internal owner alerts, add rows to Google Sheets, and create CRM intake payloadsβso you can respond to loan leads without manual reporting.
How this automation accelerates your loan follow-up
When qualifying landing-page loan inquiries arrive, delays can stall follow-up and risk losing applicants. This automation validates eligibility, notifies internal owners, logs each lead in Google Sheets, and posts a CRM intake payloadβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Filters for eligible submissions
Integrate Filter by Zapier and validation rules to gate qualifying webhook answers and to continue only for eligible leads.
Filter by Zapieror swap with your favorite app
3.Formats submission timestamp
Integrate Formatter by Zapier and datetime tools to transform the webhook timestamp to a readable datetime for the record.
Formatter by Zapieror swap with your favorite app
4.Sends internal owner notification email
Integrate MailerSend and email templates to notify configured internal addresses with eligibility notes and lead details.
MailerSendor swap with your favorite app
5.Adds row to lead tracking sheet
Integrate Google Sheets and reporting spreadsheets to add a new tracking row with lead fields and the formatted datetime.
Google Sheetsor swap with your favorite app
6.Posts CRM intake payload
Integrate Webhooks by Zapier and CRM intake endpoints to post source fields and eligibility flags to your CRM payload.
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Explore all loan application processing automations
Accelerate loan application processing with automated intake routing, document collection, and status updates
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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