iSoftpull + Salesforce

Create Salesforce records for new potential borrowers in iSoftpull

Use this Zapier automation if you would like to bring your potential borrower's data from iSoftpull into Salesforce. In addition to name, address, phone, email, social security, and date of birth, this template can also add the iSoftpull Intelligence Indicator as well as a direct link to the customer credit report and score!

Use this Zapier automation if you would like to bring your potential borrower's data from iSoftpull into Salesforce. In addition to name, address, phone, email, social security, and date of birth, this template can also add the iSoftpull Intelligence Indicator as well as a direct link to the customer credit report and score!

  1. When this happens...
    iSoftpulliSoftpull
    Retrieve Applicant Data

    Triggers when an Applicant gets processed on iSoftpull.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • APIRequired

    • API Key IDRequired

    • API Secret Access TokenRequired

    • First NameRequired

    • Middle Name

    • Last NameRequired

    • Street AddressRequired

    • CityRequired

    • StateRequired

    • Zip CodeRequired

    • Date of BirthRequired

    • Social Security NumberRequired

    • Email

    • Phone

    Action
    Write
    • Applicant IDRequired

    Action
    Search
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
isoftpull logo
isoftpull logo

About iSoftpull

Instantly view your customer's Equifax and TransUnion credit reports and FICO Scores with soft credit check technology.

Related categories

  • Marketing Automation

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier