1.Catches the raw credit submission
Integrate Webhooks by Zapier and webhook processing tools to receive the raw payload and pass it forward to parse application data.
Create financial application and applicant contact in CRM
Automatically monitor credit submission webhooks across Webhooks by Zapier, Code by Zapier, Zapier Tables, HubSpot, and Microsoft Outlook. Create and update financial application records when credit submission arrives, webhook payload posts, or submission timestamp triggersβso you can process applications, enrich applicant details, and notify reviewers without manual follow-up.
How this automation accelerates loan application processing
When a credit submission arrives, manual review can lag and applicant data can go missing. This automation parses payloads and creates CRM records and sends reviewer notificationsβso your team can process applications faster.
Webhooks by Zapieror swap with your favorite app
2.Parses and normalizes payload
Integrate Code by Zapier and data transformation tools to parse the raw body, format dates, and output a normalized application object.
Code by Zapieror swap with your favorite app
3.Looks up territory by state
Integrate Zapier Tables and data lookup tables to find canonical territory values and enrich site state fields.
Zapier Tablesor swap with your favorite app
4.Creates application and contact
Integrate HubSpot and CRM records to create a custom financial application, find or create the applicant contact, and associate both.
HubSpotor swap with your favorite app
5.Sends reviewer notification email
Integrate Microsoft Outlook and email notification tools to send an internal message with application details and a combined payload attachment.
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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