LoanBot + Surefire CRM

Create new Surefire CRM contacts from new LoanBot contacts

Streamline your workflow between the LoanBot app and Surefire CRM. When a new contact is added in LoanBot, this automation immediately creates a corresponding contact in Surefire CRM. This seamless connection saves you time and eliminates the need for manual data transfer, ensuring your customer information is always up-to-date across both platforms.

Streamline your workflow between the LoanBot app and Surefire CRM. When a new contact is added in LoanBot, this automation immediately creates a corresponding contact in Surefire CRM. This seamless connection saves you time and eliminates the need for manual data transfer, ensuring your customer information is always up-to-date across both platforms.

  1. When this happens...
    LoanBotLoanBot
    New Contact

    Triggers when a new contact is added in LoanBot.

    TriggerInstant
  2. automatically do this!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • Surefire CRM triggers, actions, and search

    Create Contact

    Creates a new contact or updates an existing contact.

    Action
    Write
loanbot logo
loanbot logo

About LoanBot

LoanBot is a mortgage review platform that helps shoppers compare loan options while connecting them directly with sponsors for personalized offers.

Related categories

  • Sales & CRM
surefire logo
surefire logo

About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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