1.Find owner and related borrower records
Integrate Salesforce and CRM data mapping tools to find owner and borrower record IDs and emails for iteration.
Create marketing leads from updated loan source record
Automatically watch Salesforce loan record field changes across Salesforce and Marketo. Create affiliate data, generate marketing leads, and update CRM marketing status when a loan source is set to a qualifying referral without manual lead chasing.
How this automation creates qualified marketing leads
When a loan record field changes to a referral source, manual lead creation delays campaign targeting and nurture timing. This automation finds related records, creates affiliate and marketing lead records, and updates CRM marketing statusβso your team can follow up on time.
Salesforceor swap with your favorite app
2.Iterate borrower records
Integrate Looping by Zapier and email matching tools to loop through each borrower email and contact reference.
Looping by Zapieror swap with your favorite app
3.Continue only for qualifying borrowers
Integrate Filter by Zapier and validation rules to skip internal-created records and proceed only when criteria match.
Filter by Zapieror swap with your favorite app
4.Create affiliate data object
Integrate Salesforce and CRM object creation tools to create affiliate data and expose the affiliate object ID.
5.Create lead for the configured partition
Integrate Marketo and lead attribute mapping to create a marketing lead with borrower and affiliate details.
Marketoor swap with your favorite app
6.Update contact with marketing lead info
Integrate Salesforce and CRM update tools to store the marketing lead ID and set marketing status on the contact.
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Step 1
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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
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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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