1.Catches loan status update payload
Integrate Webhooks by Zapier and data extraction tools to parse the loan status payload into borrower and loan reference fields.
Create CRM contacts from loan status updates for originations team
Automatically catch loan status update payloads across Webhooks by Zapier, Zapier Tables, Formatter by Zapier, Bigin by Zoho CRM, and Microsoft Outlook. Create and update when loan status updated, borrower identifiers change, or loan stage matches lookupβso you can create contacts, create deals, and send borrower emails without manual follow-up.
How this automation accelerates CRM contact and deal creation
When loan status updates arrive and stay unprocessed, outreach timing slips and pipeline work stalls. This automation catches loan status payloads, finds owner mappings, and creates CRM contacts and deals, then sends stage-specific borrower emailsβso your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Finds owner mapping record
Integrate Zapier Tables and lookup mapping tools to retrieve assigned owner and signature fields from the mapping table.
Zapier Tablesor swap with your favorite app
3.Looks up normalized CRM stage
Integrate Formatter by Zapier and stage mapping tables to convert the incoming status into a configured CRM stage.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate Bigin by Zoho CRM and contact matching tools to create or update contacts by email with borrower details.
Bigin by Zoho CRMor swap with your favorite app
5.Creates deal in pipeline
Integrate Bigin by Zoho CRM and pipeline tools to create a deal, map the stage, and link it to the contact.
6.Sends stage-specific borrower email
Integrate Microsoft Outlook and email templating tools to send conditional borrower notifications using the mapped stage.
Microsoft Outlookor swap with your favorite app
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