Connect RateUpdate and Skool to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Hot Lead" from RateUpdate.

Add your action

An action happens after the trigger—such as "Invite Member" in Skool.

You’re connected!

Zapier seamlessly connects RateUpdate and Skool, 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.

New Hot Lead
Triggers when a new hot lead is created.
Trigger
Instant
Try It
- Lead Name
  Required
- Lead Email
  Required
- Lead Phone
  Required
- Lead Address
- Lead Rate
- Agent Name
- Segment Name
- Your RateUpdate email
  Required
Action
Write
New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Trigger
Polling
Try It
- Email Address
  Required
Action
Write

New Form Lead
Triggers when a lead completes the pre-approval form.
Trigger
Instant
Try It
Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Trigger
Polling
Try It
- Email Address
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect RateUpdate and Skool 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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 Skool on the Zapier blog

Make work flow with AI

Level up your RateUpdate to Skool integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About RateUpdate

RateUpdate is a simple sales tool for Mortgage Loan Officers to generate more loans by sending personalized rate digests to clients and partners.

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Related categories

CRM (Customer Relationship Management)

About Skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.