Loanzify and Salesflare

How to connect Loanzify

What you can automate

  • When new Lead in Loanzify, find or create contact in Salesflare.

About Loanzify

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

Loanzify operations on Zapier

Triggers (2)

Start a workflow when this happens

  • New Lead — Triggers when a form is submitted from LHP3
  • New Loan Created — Triggers when a new loan is created.

Actions (2)

Things Salesflare can make it do

  • Create Lead — Create a new lead in your account
  • Create Loanzify Loan — Creates a new loan in your Loanzify pipeline

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