Scarlett Network Enhanced + Zoho CRM

Submit new deals to lender in Scarlett Network Enhanced and create or update entries in Zoho CRM

Boost your productivity with this streamlined workflow. As soon as a deal is submitted to a lender through the Scarlett Network Enhanced app, pertinent details are immediately updated in your Zoho CRM. This seamless process ensures an efficient and error-free transfer of data, allowing you to focus on the pressing aspects of your business. Enhance your sales process immediately with this effective solution.

When this happens...
Deal Submitted to Lender
Triggers when an Application / Deal is submitted to lender.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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Lead Note Deleted
Triggers when a lead note is deleted.
Trigger
Instant
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Lead Co-Applicant Updated
Triggers when a lead co-applicant is updated.
Trigger
Instant
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Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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Lead Document Deleted
Triggers when a lead document is deleted.
Trigger
Instant
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Lead Note Added
Triggers when a new lead note is added.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
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- User ProfileRequired
Action
Write
- Lead IDRequired
- NotesRequired
Action
Write
- User ProfileRequired
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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- ModuleRequired
Trigger
Instant
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New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Trigger
Instant
Try It
Lead Co-Applicant Deleted
Triggers when a lead co-applicant is deleted.
Trigger
Instant
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Lead Created
Triggers when a new Lead is created.
Trigger
Instant
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Lead Document Added
Triggers when a new lead document is added.
Trigger
Instant
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Lead Document Update
Triggers when a lead document is updated.
Trigger
Instant
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Lead Note Updated
Triggers when a lead note is updated.
Trigger
Instant
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- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Trigger
Instant
Try It
- User ProfileRequired
Action
Write
- Lead OwnerRequired
Action
Write
- User ProfileRequired
Action
Write
- Lead IDRequired
- Lead OwnerRequired
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

About Scarlett Network Enhanced

Scarlett Network Enhanced is a broker-in-a-box software-as-a-service solution, tailored for mortgage brokers and lenders.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Scarlett Network Enhanced + Zoho CRM

Submit new deals to lender in Scarlett Network Enhanced and create or update entries in Zoho CRM

Deal Deleted

Deal Submitted to Lender

Document Added

Document Updated

Lead Note Deleted

Lead Co-Applicant Updated

Lead Deleted

Lead Document Deleted

Lead Note Added

Lead Updated

Mortgage Request Deleted

Non Primary Applicant Group Deleted

Non Primary Applicant Updated

Note Deleted

Participant Added

Properties Owned Added

Properties Owned Updated

Create Deal Note

Create Lead Note

Update Deal Submission

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

App/Deal Submitted by Applicant

Deal Updated by Agent

Document Deleted

Fee Deleted

Lead Co-Applicant Deleted

Lead Created

Lead Document Added

Lead Document Update

Lead Note Updated

Lender Response Received

Non Primary Applicant Deleted

Non Primary Applicant Group Updated

Note Added

Note Updated

Participant Removed

Properties Owned Deleted

Create Deal

Create Lead

Update Deal

Update Lead

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About Scarlett Network Enhanced

Related categories

Similar apps

Zapier Interfaces

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces