RateUpdate and Salesflare
How to connect RateUpdate
- Via Zapier — 3 operations available. Set it up ↗
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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