1.Catch new entry
Integrate Typeform and webhook tools to extract submission fields and continue only for qualifying financing starts
Create lender-assigned buyer leads from financing intake form
Automatically catch new financing form submissions across Typeform and route to your lead workflow. Create and update when financing starts qualify, selected lender changes, or new entries include contact detailsβso you can create tracked lead records, route lender outreach, and notify clients fast without manual follow-up.
How this automation accelerates your lender outreach
When financing intake submissions arrive, delays can slow down lender engagement and outreach. This automation catches new entries, creates table records and Brivity leads, and sends lender emails and client SMSβso your team can follow up while intent is fresh.
Typeformor swap with your favorite app
2.Create table record
Integrate Zapier Tables and data mapping tools to create a row, tag it as financing, and record timestamps and file links
Zapier Tablesor swap with your favorite app
3.Create Brivity lead
Integrate Brivity and CRM matching tools to create a lead and map submission data while avoiding duplicates by email
Brivityor swap with your favorite app
4.Send lender email
Integrate Microsoft Outlook and email templates to send lender-facing messages and cc your office with submission details
Microsoft Outlookor swap with your favorite app
5.Send client texts
Integrate Heymarket SMS and messaging tools to notify clients with the lender and application link and alert internal agents
Heymarket SMSor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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