Connect LeadConnector and LendingPad to power AI-driven automation
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Choose an Action
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LeadConnector
LeadConnector
1. Choose trigger event
LendingPad
LendingPad
2. Choose action
1. Select the event
Setup
Test
LeadConnector
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Create New Lead / Loan" in LendingPad.
You’re connected!
Zapier seamlessly connects LeadConnector and LendingPad, automating your workflow.
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.
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Loan Updated
Triggers when loan was updated.
Try ItTriggerInstant
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- Branch
- Campaign
- Borrower First NameRequired
- Borrower Last NameRequired
- Borrower Email
- Borrower Mobile Phone
- Borrower Home Phone
- Borrower Work Phone
- Borrower SSN
- Borrower Birth Date
- Borrower Current Address - Street
- Borrower Current Address - City
- Borrower Current Address - State
- Borrower Current Address - Zip Code
- Co-Borrower First Name
- Co-Borrower Last Name
- Co-Borrower Email
- Co-Borrower Birth Date
- Co-Borrower SSN
- Co-Borrower Home Phone
- Co-Borrower Mobile Phone
- Co-Borrower Work Phone
- Co-Borrower Current Address - Street
- Co-Borrower Current Address - City
- Co-Borrower Current Address - State
- Co-Borrower Current Address - Zip Code
- Occupancy
- PurposeRequired
- LoanTypeRequired
- AppraisalValue
- PurchasePrice
- LoanAmount
- CreditScore
- Term
- NoteRate
- PropertyTypeRequired
- Units
- OtherFinancing
- CLTV
- LTV
- Program
- SubjectPropertyAddressStreet
- SubjectPropertyAddressCity
- SubjectPropertyAddressState
- SubjectPropertyAddressZipCode
- ProposedHousingExpenseFirstMortgage
- ProposedHousingExpenseOtherFinance
- ProposedHousingExpenseHazardInsurance
- ProposedHousingExpensePropertyTax
- ProposedHousingExpenseMortgageInsurance
- ProposedHousingExpenseHoa
- ProposedHousingExpenseOther
- Note
- Loan Assistant ID
- Loan Assistant Email
- Loan Officer ID
- Loan Officer Email
- Loan Officer Nmls ID
- Loan Processor ID
- Loan Processor Email
- Reference ID
ActionWrite
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Connect LeadConnector and LendingPad to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
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Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate LeadConnector on the Zapier blog
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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