1.Watches new entry submission
Integrate Typeform and form capture tools to detect new entry submissions and start loan lead intake.
Create new loan lead and notify underwriting team
Automatically monitor new loan form submissions across Typeform, Zendesk Sell, and Zoho Mail. Create and update when new entry, region field populated, or loan amount enteredβso you can match contacts, create deals with intake notes, and notify underwriting without manual follow-up.
How this automation accelerates underwriting review
When loan form submissions arrive, delays can stall case setup and increase rework. This automation searches or creates CRM contacts, opens linked deals with intake notes, and notifies underwriting instantlyβso your team can start review without chasing details.
Typeformor swap with your favorite app
2.Finds contact by email and phone
Integrate Zendesk Sell and CRM lookup tools to search for matching contacts by email and phone.
Zendesk Sellor swap with your favorite app
3.Creates contact when no match
Integrate Zendesk Sell and contact records tools to create a new contact if no match is found.
4.Creates deal for the applicant
Integrate Zendesk Sell and deal pipelines tools to create a deal linked to the contact.
5.Adds intake note to deal
Integrate Zendesk Sell and note tools to attach intake fields and comments to the deal.
6.Sends notification email
Integrate Zoho Mail and email templates to notify underwriting with deal ID, contact name, and submitted amount.
Zoho Mailor 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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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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