1.Catches new loan submission
Integrate Webhooks by Zapier and routing tools to capture loan intake payloads to trigger contact creation.
Create borrower contact and loan record in CRM
Automatically catch new loan submissions and create borrower contacts and linked loan transactions across Webhooks by Zapier and Salesforce. Create and populate CRM records when qualifying originators applyβso you can reach out faster without manual data entry.
How this automation creates borrower records in CRM
When new loan submissions arrive, delays can stall outreach and cause inconsistent CRM data. This automation catches the hook, filters originators, and creates contacts and loan transaction records in Salesforceβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Continues only qualifying originators
Integrate Filter by Zapier and payload inspection tools to check originator eligibility and to skip non qualifying loans.
Filter by Zapieror swap with your favorite app
3.Looks up owner and account mapping
Integrate Formatter by Zapier and mapping tables to translate originator identifiers into owner id and account id.
Formatter by Zapieror swap with your favorite app
4.Finds or creates borrower contact
Integrate Salesforce and CRM contact tools to find or create a Contact and to populate borrower fields.
Salesforceor swap with your favorite app
5.Pauses for record propagation
Integrate Delay by Zapier and timing tools to wait 1 minute so Salesforce relationships are available.
Delay by Zapieror swap with your favorite app
6.Creates loan transaction record
Integrate Salesforce and CRM transaction tools to create the loan record, link it to Contact and Account, and set loan status.
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