Loanzify + Pipedrive
Create new Pipedrive deals when new loans are created in Loanzify
Establish new loans in Loanzify and watch as an equivalent deal springs up in your Pipedrive account for immediate action. This efficient workflow assists in maintaining a consistently updated sales pipeline, eliminating time wasted on manual data transfers. It's a simple way to keep your loan processing and sales activities in perfect harmony.
Establish new loans in Loanzify and watch as an equivalent deal springs up in your Pipedrive account for immediate action. This efficient workflow assists in maintaining a consistently updated sales pipeline, eliminating time wasted on manual data transfers. It's a simple way to keep your loan processing and sales activities in perfect harmony.
- When this happens...New Loan Created
Triggers when a new loan is created.
- automatically do this!Create Deal
Creates a new deal.
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Form Id
Try ItEmail Address
Last Name
First Name
IP Address
Activity filterRequired
Try ItCopy
FilterRequired
Deal status
Try It
Status
Try ItLoan Officer ID
Loan Type
Loan Amount
Property Type
Property Use
Property Down Payment Amount
Property Down Payment Gift Amount
Property Address
Property City
Property State
Property Zipcode
Borrower EmailRequired
Borrower First Name
Borrower Middle Name
Borrower Last Name
Borrower Suffix
Borrower Phone Home
Borrower Phone Cell
Borrower Birth Date
Borrower Education
Borrower Marital Status
Borrower Dependents Count
Borrower Intend To Occupy
Borrower Citizenship Status
Borrower Gender
Borrower Primary Address - Street
Borrower Primary Address - City
Borrower Primary Address - State
Borrower Primary Address - Years
Borrower Primary Address - Ownership
Borrower Mailing Address - Street
Borrower Mailing Address - City
Borrower Mailing Address - State
Borrower Mailing Address - Zipcode
Borrower Mailing Address - Years
Borrower Mailing Address - Ownership
Borrower Former Address - Street
Borrower Former Address - City
Borrower Former Address - State
Borrower Former Address - Zipcode
Borrower Former Address - Years
Borrower Former Address - Ownership
Co-Borrower Email
Co-Borrower First Name
Co-Borrower Middle Name
Co-Borrower Last Name
Co-Borrower Suffix
Co-Borrower Phone Home
Co-Borrower Phone Cell
Co-Borrower Birth Date
Co-Borrower Education
Co-Borrower Marital Status
Co-Borrower Dependents Count
Co-Borrower Intend To Occupy
Co-Borrower Citizenship Status
Co-Borrower Gender
Co-Borrower Primary Address - Street
Co-Borrower Primary Address - City
Co-Borrower Primary Address - State
Co-Borrower Primary Address - Years
Co-Borrower Primary Address - Ownership
Co-Borrower Mailing Address - Street
Co-Borrower Mailing Address - City
Co-Borrower Mailing Address - State
Co-Borrower Mailing Address - Zipcode
Co-Borrower Mailing Address - Years
Co-Borrower Mailing Address - Ownership
Co-Borrower Former Address - Street
Co-Borrower Former Address - City
Co-Borrower Former Address - State
Co-Borrower Former Address - Zipcode
Co-Borrower Former Address - Years
Co-Borrower Former Address - Ownership
New Activity
Triggers when a new activity is created.
Try ItNew Deal
Triggers when a new deal is created.
Try It
