1.Detects new funnel submissions
Integrate leadPops and lead capture tools to detect each new funnel submission and trigger lead routing.
Route purchase and refinance leads to lenders for follow-up
Automatically monitor new funnel submissions across leadPops and Webhooks by Zapier. Automatically route purchase and refinance leads to the right lender endpoint when lead form submitted, new lead created, or intent fields updateβso you can qualify records, post lead details, and start follow-up without manual follow-up.
How this automation routes purchase and refinance leads
When new funnel submissions come in, leads can stall while teams figure out who to contact first. This automation monitors lead intake, filters by loan intent, and posts mapped contact details to the correct lender endpointβso your team can respond faster.
leadPopsor swap with your favorite app
2.Filters leads by loan intent
Integrate Filter by Zapier and workflow rules to continue only for qualifying records and branch by purchase versus refinance intent.
Filter by Zapieror swap with your favorite app
3.Posts form data to lender endpoints
Integrate Webhooks by Zapier and data mapping tools to send form encoded POST requests and route to the right lender endpoint.
Webhooks by Zapieror swap with your favorite app
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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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