Loanzify Integrations

Marketing Automation

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Integrate Surefire CRM with LoanzifyIntegrate Surefire CRM with Loanzify

Surefire CRM

CRM (Customer Relationship Management)
Integrate LendingPad with LoanzifyIntegrate LendingPad with Loanzify

LendingPad

eCommerce
Integrate Podio with LoanzifyIntegrate Podio with Loanzify

Podio

Project Management
Integrate LionDesk with LoanzifyIntegrate LionDesk with Loanzify

LionDesk

CRM (Customer Relationship Management)
Integrate LeadConnector with LoanzifyIntegrate LeadConnector with Loanzify

LeadConnector

Marketing Automation
Integrate Salesforce with LoanzifyIntegrate Salesforce with Loanzify

Salesforce

CRM (Customer Relationship Management)
Integrate Process Street with LoanzifyIntegrate Process Street with Loanzify

Process Street

Project Management
Integrate Google Sheets with LoanzifyIntegrate Google Sheets with Loanzify

Google Sheets

Google, Spreadsheets
Integrate monday.com with LoanzifyIntegrate monday.com with Loanzify

monday.com

Project Management
Integrate Surefire CRM with LoanzifyIntegrate Surefire CRM with Loanzify

Surefire CRM

CRM (Customer Relationship Management)
Integrate LendingPad with LoanzifyIntegrate LendingPad with Loanzify

LendingPad

eCommerce
Integrate Podio with LoanzifyIntegrate Podio with Loanzify

Podio

Project Management
Integrate LionDesk with LoanzifyIntegrate LionDesk with Loanzify

LionDesk

CRM (Customer Relationship Management)
Integrate LeadConnector with LoanzifyIntegrate LeadConnector with Loanzify

LeadConnector

Marketing Automation
Integrate Salesforce with LoanzifyIntegrate Salesforce with Loanzify

Salesforce

CRM (Customer Relationship Management)
Integrate Surefire CRM with LoanzifyIntegrate Surefire CRM with Loanzify

Surefire CRM

CRM (Customer Relationship Management)
Integrate LendingPad with LoanzifyIntegrate LendingPad with Loanzify

LendingPad

eCommerce
Integrate Podio with LoanzifyIntegrate Podio with Loanzify

Podio

Project Management
Integrate LionDesk with LoanzifyIntegrate LionDesk with Loanzify

LionDesk

CRM (Customer Relationship Management)
Integrate LeadConnector with LoanzifyIntegrate LeadConnector with Loanzify

LeadConnector

Marketing Automation
Integrate Salesforce with LoanzifyIntegrate Salesforce with Loanzify

Salesforce

CRM (Customer Relationship Management)
Integrate Process Street with LoanzifyIntegrate Process Street with Loanzify

Process Street

Project Management
Integrate Google Sheets with LoanzifyIntegrate Google Sheets with Loanzify

Google Sheets

Google, Spreadsheets
Integrate monday.com with LoanzifyIntegrate monday.com with Loanzify

monday.com

Project Management

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Quickly automate Loanzify integrations with Zapier's templates

  • Create records in Shape Software from new Loanzify loans

    Details
    Try it
    • Loanzify logo
    • Shape logo
    Loanzify + Shape
  • Create Google Sheets spreadsheet rows from new Loanzify loans

    Details
    Try it
    • Loanzify logo
    • Google Sheets logo
    Loanzify + Google Sheets
  • Create new Pipedrive deals when new loans are created in Loanzify

    Details
    Try it
    • Loanzify logo
    • Pipedrive logo
    Loanzify + Pipedrive
  • Create Trello cards from new Loanzify loans

    Details
    Try it
    • Loanzify logo
    • Trello logo
    Loanzify + Trello
  • Create Mailchimp subscribers from new Loanzify loans

    Details
    Try it
    • Loanzify logo
    • Mailchimp logo
    Loanzify + Mailchimp
  • Create Salesforce records from new Loanzify loans

    Premium
    Details
    Try it
    • Loanzify logo
    • Salesforce logo
    Loanzify + Salesforce

Create records in Shape Software from new Loanzify loans

Details
Try it
  • Loanzify logo
  • Shape logo
Loanzify + Shape

Create Google Sheets spreadsheet rows from new Loanzify loans

  • Loanzify logo
  • Google Sheets logo
Loanzify + Google Sheets

Create new Pipedrive deals when new loans are created in Loanzify

  • Loanzify logo
  • Pipedrive logo
Loanzify + Pipedrive

Create Trello cards from new Loanzify loans

  • Loanzify logo
  • Trello logo
Loanzify + Trello

Create Mailchimp subscribers from new Loanzify loans

  • Loanzify logo
  • Mailchimp logo
Loanzify + Mailchimp

Create Salesforce records from new Loanzify loans

Premium
Details
  • Loanzify logo
  • Salesforce logo
Loanzify + Salesforce

Supported triggers and actions

    • Status

    Trigger
    Scheduled
    Try It
    • Loan Officer ID

    • Loan Type

    • Loan Amount

    • Property Type

    • Property Use

    • Property Down Payment Amount

    • Property Down Payment Gift Amount

    • Property Address

    • Property City

    • Property State

    • Property Zipcode

    • Borrower EmailRequired

    • Borrower First Name

    • Borrower Middle Name

    • Borrower Last Name

    • Borrower Suffix

    • Borrower Phone Home

    • Borrower Phone Cell

    • Borrower Birth Date

    • Borrower Education

    • Borrower Marital Status

    • Borrower Dependents Count

    • Borrower Intend To Occupy

    • Borrower Citizenship Status

    • Borrower Gender

    • Borrower Primary Address - Street

    • Borrower Primary Address - City

    • Borrower Primary Address - State

    • Borrower Primary Address - Years

    • Borrower Primary Address - Ownership

    • Borrower Mailing Address - Street

    • Borrower Mailing Address - City

    • Borrower Mailing Address - State

    • Borrower Mailing Address - Zipcode

    • Borrower Mailing Address - Years

    • Borrower Mailing Address - Ownership

    • Borrower Former Address - Street

    • Borrower Former Address - City

    • Borrower Former Address - State

    • Borrower Former Address - Zipcode

    • Borrower Former Address - Years

    • Borrower Former Address - Ownership

    • Co-Borrower Email

    • Co-Borrower First Name

    • Co-Borrower Middle Name

    • Co-Borrower Last Name

    • Co-Borrower Suffix

    • Co-Borrower Phone Home

    • Co-Borrower Phone Cell

    • Co-Borrower Birth Date

    • Co-Borrower Education

    • Co-Borrower Marital Status

    • Co-Borrower Dependents Count

    • Co-Borrower Intend To Occupy

    • Co-Borrower Citizenship Status

    • Co-Borrower Gender

    • Co-Borrower Primary Address - Street

    • Co-Borrower Primary Address - City

    • Co-Borrower Primary Address - State

    • Co-Borrower Primary Address - Years

    • Co-Borrower Primary Address - Ownership

    • Co-Borrower Mailing Address - Street

    • Co-Borrower Mailing Address - City

    • Co-Borrower Mailing Address - State

    • Co-Borrower Mailing Address - Zipcode

    • Co-Borrower Mailing Address - Years

    • Co-Borrower Mailing Address - Ownership

    • Co-Borrower Former Address - Street

    • Co-Borrower Former Address - City

    • Co-Borrower Former Address - State

    • Co-Borrower Former Address - Zipcode

    • Co-Borrower Former Address - Years

    • Co-Borrower Former Address - Ownership

    Action
    Write
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About Loanzify

Loanzify Digital POS platform is a fully customizable loan and client management tool.

Related categories

  • Marketing Automation

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