Skip to content

Add new loan intake leads to marketing contacts

Your loan intake webhooks send borrower details that often go unprocessed, delaying welcome outreach. Add borrower contacts to marketing lists for immediate enrollment and faster follow-up.

Add new loan intake leads to marketing contacts

Workflow preview:

Zap details:

Overview

Stop intake payloads from stalling your early nurture: convert incoming loan webhooks into complete marketing contacts and enroll them in welcome campaigns. Campaign managers and loan officers get contact-ready leads within minutes for immediate outreach and faster follow-up.

Add new loan intake leads to marketing contacts