1.Detects new deal creation
Integrate Salestrekker and sales deal tools to detect the new deal so you can start the contact lookup.
Create contact from new deal for loan brokers
Automatically monitor new deals across Salestrekker and search Contacts+ for matching people using mobile phone and deal context. Create contact records when qualifying deals have no matchβso brokers can outreach immediately without manual contact lookup.
How this automation creates complete broker contacts
When new deals arrive without a matching contact profile, follow-up stalls and outreach gets delayed. This automation finds or filters contacts in Contacts+ and creates contact records instantlyβso your team can reply with complete details.
Salestrekkeror swap with your favorite app
2.Finds person by mobile phone
Integrate Contacts+ and phone lookup tools to search by mobile phone so you can find an existing contact.
Contacts+or swap with your favorite app
3.Filters for no match
Integrate Filter by Zapier and workflow rules to stop non qualifying records so you can only create new contacts.
Filter by Zapieror swap with your favorite app
4.Creates contact record from deal
Integrate Contacts+ and crm record storage to map deal fields and create a contact so brokers have complete profiles.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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