Manage new Stikkum credit pull alerts by updating contacts in LeadConnector
Stay on top of your client management with this automation that connects Stikkum and LeadConnector. Whenever there's a new credit pull alert in Stikkum, it instantly updates or adds the contact details in your LeadConnector. This ensures you're always working with the most current information, boosting efficiency and eliminating the possibility of miscommunication.
Stay on top of your client management with this automation that connects Stikkum and LeadConnector. Whenever there's a new credit pull alert in Stikkum, it instantly updates or adds the contact details in your LeadConnector. This ensures you're always working with the most current information, boosting efficiency and eliminating the possibility of miscommunication.
- When this happens...New Credit Pull Alerts
Triggers when a new credit pull alert is generated.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Credit Pull Alerts
Triggers when a new credit pull alert is generated.
Try ItiLink Alert NameRequired
First NameRequired
Last NameRequired
Email
Mobile Number
Phone Number
SSN
Address
State
City
Zip Code
Agent First Name
Agent Last Name
Agent Email
Agent Mobile Number
Agent Phone Number
First NameRequired
Last NameRequired
Address
Email
Phone
From databaseRequired
To databaseRequired
Note:
First Name
Last Name
Email
Mobile Number
Phone Number
Address
Zipcode
Behavior EventsRequired
Try ItFirst Name
Last Name
Database NameRequired
Email
Mobile Number
Phone Number
SSN
Address
City
State
Zip Code
Agent Full Name
Agent First Name
Agent Last Name
Agent Email
Agent Mobile Number
Agent Phone Number
Date of Birth
Closing Date
Type of loan
EPO Date
Fields to Exclude from Update
First NameRequired
Last NameRequired
AddressRequired
Database NameRequired
Snooze Period (days)Required
In PipelineRequired
Moved to Stage
Try It