1.Captures new lead submission
Integrate Facebook Lead Ads and lead capture tools to catch the new loan submission and use the submission ID as a reference.
Send new loan lead notifications to credit team
Automatically catch new loan lead submissions across Facebook Lead Ads and normalize key fields with Formatter by Zapier. Automatically send loan intake emails via Gmail when new leads arrive, so you can route notifications, standardize screening notes, and track submission IDs without manual follow-up.
How this automation speeds up credit team follow-up
When new loan lead submissions hit your lead ads, delays can stall review and reduce response rates. This automation catches each submission, normalizes fields, and sends a credit team email with the submission IDβso your team can respond fast.
Facebook Lead Adsor swap with your favorite app
2.Normalizes lead fields
Integrate Formatter by Zapier and data formatting tools to normalize phone and amount fields and extract screening answers to notes.
Formatter by Zapieror swap with your favorite app
3.Sends intake notification email
Integrate Gmail and email templates to send the lead email with subject including the submission ID and mapped lead details.
Gmailor swap with your favorite app
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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
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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