1.Catch Hook event payload
Integrate Webhooks by Zapier and payload extractors to capture the loan update payload and extract loan and borrower fields.
Update CRM loan and borrower records from LOS
Automatically catch loan status updates across Webhooks by Zapier and Salesforce. Sync borrower and loan records in real timeβso you can route changes, update stages, and create missing contacts without manual CRM data entry.
How this automation updates your CRM loan data
When loan status changes arrive from your LOS, delays can leave borrower and loan records out of date. This automation ingests updates, normalizes stages and owners, and updates Salesforce contacts and loan recordsβso your team can act on current info fast.
Webhooks by Zapieror swap with your favorite app
2.Lookup table maps loan status
Integrate Formatter by Zapier and stage mapping logic to map incoming loan status to CRM stage values for the update.
Formatter by Zapieror swap with your favorite app
3.Lookup owner reference
Integrate Formatter by Zapier and CRM owner mapping to translate the owner email reference into a CRM owner ID.
4.Find or create borrower contact
Integrate Salesforce and contact data tools to find or create a contact by borrower email and update contact fields.
Salesforceor swap with your favorite app
5.Update loan record and stage
Integrate Salesforce and loan record tools to find or create the loan by LOS ID and update stage, dates, and amounts.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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