Skip to content
Log inSign up
RateUpdate logo
RateUpdate logo

RateUpdate Integrations

CRM (Customer Relationship Management)
CRM (Customer Relationship Management)

Put RateUpdate to work with AI and enterprise-grade automation

Automate smarter with RateUpdate and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
Google Logo Continue with Google
Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
RateUpdate logoRateUpdate logo
Or pick an app to pair with
arrow pointing down
Integrate Facebook Lead Ads with RateUpdateIntegrate Facebook Lead Ads with RateUpdate
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Google Sheets with RateUpdateIntegrate Google Sheets with RateUpdate
Google Sheets
Google, Spreadsheets
Integrate Airtable with RateUpdateIntegrate Airtable with RateUpdate
Airtable
Databases
Integrate LeadConnector with RateUpdateIntegrate LeadConnector with RateUpdate
LeadConnector
Marketing Automation
Integrate ActiveCampaign with RateUpdateIntegrate ActiveCampaign with RateUpdate
ActiveCampaign
Marketing Automation
Integrate Skool with RateUpdateIntegrate Skool with RateUpdate
Skool
Education
Integrate Real Geeks with RateUpdateIntegrate Real Geeks with RateUpdate
Real Geeks
CRM (Customer Relationship Management)
Integrate Facebook Lead Ads with RateUpdateIntegrate Facebook Lead Ads with RateUpdate
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Google Sheets with RateUpdateIntegrate Google Sheets with RateUpdate
Google Sheets
Google, Spreadsheets
Integrate Airtable with RateUpdateIntegrate Airtable with RateUpdate
Airtable
Databases
Integrate LeadConnector with RateUpdateIntegrate LeadConnector with RateUpdate
LeadConnector
Marketing Automation
Integrate ActiveCampaign with RateUpdateIntegrate ActiveCampaign with RateUpdate
ActiveCampaign
Marketing Automation
Integrate Skool with RateUpdateIntegrate Skool with RateUpdate
Skool
Education
Integrate Facebook Lead Ads with RateUpdateIntegrate Facebook Lead Ads with RateUpdate
Facebook Lead Ads
Ads & Conversion, Facebook
Integrate Google Sheets with RateUpdateIntegrate Google Sheets with RateUpdate
Google Sheets
Google, Spreadsheets
Integrate Airtable with RateUpdateIntegrate Airtable with RateUpdate
Airtable
Databases
Integrate LeadConnector with RateUpdateIntegrate LeadConnector with RateUpdate
LeadConnector
Marketing Automation
Integrate ActiveCampaign with RateUpdateIntegrate ActiveCampaign with RateUpdate
ActiveCampaign
Marketing Automation
Integrate Skool with RateUpdateIntegrate Skool with RateUpdate
Skool
Education
Integrate Real Geeks with RateUpdateIntegrate Real Geeks with RateUpdate
Real Geeks
CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Google Logo Sign up with Google

Launch your first automated workflow

  • Add new hot leads from RateUpdate to Google Sheets as rows immediately

    Details
    Try it
    • RateUpdate logo
    • Google Sheets logo
    RateUpdate + Google Sheets

  • Create spreadsheet rows in Google Sheets for new form leads in RateUpdate

    Details
    Try it
    • RateUpdate logo
    • Google Sheets logo
    RateUpdate + Google Sheets

  • Add new leads in RateUpdate for every new row in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • RateUpdate logo
    Google Sheets + RateUpdate

  • Add new hot leads from RateUpdate to Google Sheets as rows immediately

    Details
    Try it
    • RateUpdate logo
    • Google Sheets logo
    RateUpdate + Google Sheets

  • Create spreadsheet rows in Google Sheets for new form leads in RateUpdate

    Details
    Try it
    • RateUpdate logo
    • Google Sheets logo
    RateUpdate + Google Sheets

  • Add new leads in RateUpdate for every new row in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • RateUpdate logo
    Google Sheets + RateUpdate

      • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • RateUpdate triggers, actions, and search
        New Hot Lead

        Triggers when a new hot lead is created.

        Trigger
        Instant
        Try It
        • Lead Name
          Required
        • Lead Email
          Required
        • Lead Phone
          Required
        • Lead Address
        • Lead Rate
        • Agent Name
        • Segment Name
        • Your RateUpdate email
          Required
        Action
        Write

      RateUpdate Help & Support

      Common questions

      Connect Your App Accounts to Zapier

      Manage Your App Connections

      Use the Power of AI to Generate Zaps (Beta)

      What Should I Do in Zapier If I Change an App Account Password

      rateupdate logo
      rateupdate logo
      About RateUpdate
      RateUpdate is a simple sales tool for Mortgage Loan Officers to generate more loans by sending personalized rate digests to clients and partners.
      HelpHelp
      Related categories
      CRM (Customer Relationship Management)

      Popular RateUpdate Integrations

      Popular RateUpdate Integrations

       

      Â