HubSpot + Loanzify

Add new Loanzify leads to a HubSpot contact list instantly

Streamline your lead management process with this seamless workflow between Loanzify and HubSpot. Whenever a new lead is detected in your Loanzify app, this automation will instantaneously add the contact to a list in HubSpot. By bridging these two services, you eliminate manual data entry, speeding up customer engagement and ensuring nobody slips through the cracks. Keep your marketing efforts focused and efficient with this time-saving solution.

Streamline your lead management process with this seamless workflow between Loanzify and HubSpot. Whenever a new lead is detected in your Loanzify app, this automation will instantaneously add the contact to a list in HubSpot. By bridging these two services, you eliminate manual data entry, speeding up customer engagement and ensuring nobody slips through the cracks. Keep your marketing efforts focused and efficient with this time-saving solution.

  1. When this happens...
    LoanzifyLoanzify
    New Lead

    Triggers when a form is submitted from LHP3

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

    ActionWrite
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Supported triggers and actions

    • Loan 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

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

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loanzify logo
loanzify logo

About Loanzify

Loanzify Digital POS platform is a fully customizable loan and client management tool.

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  • Marketing Automation

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