LeadConnector + Scarlett Network
Create and update LeadConnector contacts for new Scarlett Network borrower applications
Effortlessly manage your borrower leads with this streamlined workflow between Scarlett Network and LeadConnector. When a borrower submits an application on Scarlett Network, this automation will instantly create or update a contact in LeadConnector, keeping your lead information up to date. Save time and focus on growing your business instead of manually transferring borrower information between platforms.
Effortlessly manage your borrower leads with this streamlined workflow between Scarlett Network and LeadConnector. When a borrower submits an application on Scarlett Network, this automation will instantly create or update a contact in LeadConnector, keeping your lead information up to date. Save time and focus on growing your business instead of manually transferring borrower information between platforms.
- When this happens...Application Submitted by Borrower
Triggers when mortgage application is submitted by borrower.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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)
