LeadConnector + Scarlett Network
Create and update LeadConnector opportunities from new Scarlett Network borrower applications
Effortlessly manage your loan applications by connecting Scarlett Network with LeadConnector. With this workflow, each time a borrower submits an application in Scarlett Network, a corresponding opportunity will be added or updated in LeadConnector. Streamline your lead management process and stay organized with this seamless integration.
Effortlessly manage your loan applications by connecting Scarlett Network with LeadConnector. With this workflow, each time a borrower submits an application in Scarlett Network, a corresponding opportunity will be added or updated in LeadConnector. Streamline your lead management process and stay organized with this seamless integration.
- When this happens...Application Submitted by Borrower
Triggers when mortgage application is submitted by borrower.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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AgentsRequired
Try ItAgentsRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
AgentsRequired
Try ItAgentsRequired
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
