iSoftpull + Zoho CRM

Retrieve new applicant data from iSoftpull and create module entries in Zoho CRM

Streamline your sales process with this smart workflow. When you receive new applicant data in iSoftpull, it swiftly creates a module entry in your Zoho CRM, ensuring all your information stays consistent and up-to-date. This cuts down on pesky manual data entry and lets you focus on what really matters - growing your business.

Streamline your sales process with this smart workflow. When you receive new applicant data in iSoftpull, it swiftly creates a module entry in your Zoho CRM, ensuring all your information stays consistent and up-to-date. This cuts down on pesky manual data entry and lets you focus on what really matters - growing your business.

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

    Triggers when an Applicant gets processed on iSoftpull.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    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
  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    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
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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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About Zoho CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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