Salesflare Salesflare Integrations

RateUpdate and Salesflare

CRM (Customer Relationship Management) rateupdate.io ↗

How to connect RateUpdate

What you can automate

  • When new Hot Lead in RateUpdate, find or create contact in Salesflare.
  • When new Form Lead in RateUpdate, find or create contact in Salesflare.

About RateUpdate

RateUpdate is a simple sales tool for Mortgage Loan Officers to generate more loans by sending personalized rate digests to clients and partners.

RateUpdate operations on Zapier

Triggers (2)

Start a workflow when this happens

  • New Form Lead — Triggers when a lead completes the pre-approval form.
  • New Hot Lead — Triggers when a new hot lead is created.

Actions (1)

Things Salesflare can make it do

  • Add New Lead — Creates a new lead in RateUpdate automatically.

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