1.Detect loan funding date update
Integrate Salesforce and CRM fields to watch for funding date updates on the loan record and start the workflow.
Add funded loan borrowers to marketer nurture list
Automatically detect funding date updates across Salesforce and routing filters in Zapier. Post contact to your marketing webhook and tag borrowers for post-close nurture—so you can keep campaigns moving without manual list building.
How this automation routes funded borrowers to nurture lists
When loan funding dates update, delays can stall post-close outreach and leave marketers with stale lists. This automation finds related borrower records, filters qualifiers, and posts tagged contacts to your marketing webhook—so your team can nurture faster.
Salesforceor swap with your favorite app
2.Find related borrower records
Integrate Salesforce and contact lookup tools to find borrower records on the Borrower object for the loan reference.
3.Continue for qualifying loans
Integrate Zapier filters and business rules to continue only for qualifying loans and owners based on lien and purpose.
Filter by Zapieror swap with your favorite app
4.Iterate borrower rows
Integrate Zapier loops and payload mapping to iterate borrower rows and map loop email and loan tag values.
Looping by Zapieror swap with your favorite app
5.Post contact to marketing endpoint
Integrate Webhooks by Zapier and marketing endpoints to POST contact payloads with borrower email and the Loan Funded tag.
Webhooks by Zapieror swap with your favorite app
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Step 1
Connect your tools
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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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