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Loanzify + Pipedrive

Loanzify + Pipedrive

Loanzify + Pipedrive integrations

Create new Pipedrive deals when new loans are created in Loanzify

Establish new loans in Loanzify and watch as an equivalent deal springs up in your Pipedrive account for immediate action. This efficient workflow assists in maintaining a consistently updated sales pipeline, eliminating time wasted on manual data transfers. It's a simple way to keep your loan processing and sales activities in perfect harmony.

  1. When this happens...
    New Loan Created
    New Loan Created
    New Loan CreatedTriggers when a new loan is created.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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More things you can do with Loanzify and Pipedrive

Discover other triggers and actions you can use with Loanzify and Pipedrive

    • Form Id
    Trigger
    Polling
    Try It
    • Email Address
    • Last Name
    • First Name
    • IP Address
    Action
    Write
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    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 Email
      Required
    • 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.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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