1.Maps new intake response fields
Integrate Heyflow and CRM workflows to map borrower and broker inputs to contact fields and application document links.
Create application and contact records from intake forms
Automatically monitor new response intake across Heyflow into HubSpot and alert finance via Microsoft Outlook. Create application records and linked contacts in HubSpot when borrower info arrives or broker details complete or documents uploadβso you can triage applications, update contact records, and notify ops without manual data entry.
How this automation accelerates application triage
When new loan intake responses land unstructured, manual processing slows triage and increases missed follow-up. This automation maps Heyflow fields through Code by Zapier into HubSpot records and contacts, and sends ops failure alertsβso your team can move faster with clean applications.
Heyflowor swap with your favorite app
2.Normalizes address and price data
Integrate Code by Zapier and data parsing tools to consolidate address parts and parse numeric price and budget values.
Code by Zapieror swap with your favorite app
3.Creates application custom object
Integrate HubSpot and document storage tools to create an application record with address, price, and attachment links.
HubSpotor swap with your favorite app
4.Finds or creates and associates contacts
Integrate HubSpot and CRM workflows to find or create borrower and broker contacts, then link associations to the application.
5.Sends failure alert email to ops
Integrate Microsoft Outlook and alerting workflows to email ops when application creation or contact association fails.
Microsoft Outlookor swap with your favorite app
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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