Connect Loanzify to Zoho CRM and automate any workflow
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Quickly connect Loanzify to Zoho CRM with a Zapier template.
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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.
- Status
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
- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It - New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
- Email Address
- Last Name
- First Name
- IP Address
- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It - ModuleRequired
Try It- New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It