Etrafficers + Salespype
Add new Etrafficers loan applications to Salespype as contacts in the leadflow
Streamline your loan application procedure with this efficient workflow. When a new loan application is submitted in Etrafficers, it immediately adds the contact to Leadflow in Salespype. This direct transfer of data helps to ensure that no potential leads are overlooked, thus enhancing your sales strategy and freeing you up to focus on more important tasks.
Streamline your loan application procedure with this efficient workflow. When a new loan application is submitted in Etrafficers, it immediately adds the contact to Leadflow in Salespype. This direct transfer of data helps to ensure that no potential leads are overlooked, thus enhancing your sales strategy and freeing you up to focus on more important tasks.
- When this happens...New Loan Application
Triggers when a new Loan Application is submitted.
- automatically do this!Add Contact to Leadflow
Creates a new contact.
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User
Form
Try ItForm NameRequired
Profile (Optional)
First NameRequired
Last NameRequired
EmailRequired
Other Fields
LeadflowRequired
ActiontypeRequired
Lead Source
Phone
Email
First Name
Last name
Country
Address
State
City
Zip
Url
Deal Value
Birth Date
Anniversary Date
Tag
Price
User
Is Complete
App Type
Flatten Data
Try ItCampaignRequired
ActiontypeRequired
Lead Source
Phone
Email
First Name
Last name
Country
Address
State
City
Zip
Company Name
Url
Deal Value
Birth Date
Anniversary Date
Tag
Price
