Loanzify Integrations

Marketing Automation

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Integrate Shape with LoanzifyIntegrate Shape with Loanzify

Shape

CRM (Customer Relationship Management)
Integrate Google Sheets with LoanzifyIntegrate Google Sheets with Loanzify

Google Sheets

Google, Spreadsheets
Integrate Surefire CRM with LoanzifyIntegrate Surefire CRM with Loanzify

Surefire CRM

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

LeadConnector

Marketing Automation
Integrate BONZO with LoanzifyIntegrate BONZO with Loanzify

BONZO

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

Salesforce

CRM (Customer Relationship Management)
Integrate Microsoft Excel with LoanzifyIntegrate Microsoft Excel with Loanzify

Microsoft Excel

Microsoft, Spreadsheets
Integrate LendingPad with LoanzifyIntegrate LendingPad with Loanzify

LendingPad

eCommerce
Integrate Pipedrive with LoanzifyIntegrate Pipedrive with Loanzify

Pipedrive

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

Shape

CRM (Customer Relationship Management)
Integrate Google Sheets with LoanzifyIntegrate Google Sheets with Loanzify

Google Sheets

Google, Spreadsheets
Integrate Surefire CRM with LoanzifyIntegrate Surefire CRM with Loanzify

Surefire CRM

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

LeadConnector

Marketing Automation
Integrate BONZO with LoanzifyIntegrate BONZO with Loanzify

BONZO

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

Salesforce

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

Shape

CRM (Customer Relationship Management)
Integrate Google Sheets with LoanzifyIntegrate Google Sheets with Loanzify

Google Sheets

Google, Spreadsheets
Integrate Surefire CRM with LoanzifyIntegrate Surefire CRM with Loanzify

Surefire CRM

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

LeadConnector

Marketing Automation
Integrate BONZO with LoanzifyIntegrate BONZO with Loanzify

BONZO

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

Salesforce

CRM (Customer Relationship Management)
Integrate Microsoft Excel with LoanzifyIntegrate Microsoft Excel with Loanzify

Microsoft Excel

Microsoft, Spreadsheets
Integrate LendingPad with LoanzifyIntegrate LendingPad with Loanzify

LendingPad

eCommerce
Integrate Pipedrive with LoanzifyIntegrate Pipedrive with Loanzify

Pipedrive

CRM (Customer Relationship 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 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 ActiveCampaign contacts from new Loanzify loans

    Details
    Try it
    • Loanzify logo
    • ActiveCampaign logo
    Loanzify + ActiveCampaign

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 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

Create ActiveCampaign contacts from new Loanzify loans

  • Loanzify logo
  • ActiveCampaign logo
Loanzify + ActiveCampaign

Supported triggers and actions

What does this mean?
    • 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
    • Email Address

    • Last Name

    • First Name

    • IP Address

    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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