About SALESENGINE.SE

Integration with the Mortgage CRM SalesEngine.SE

SALESENGINE.SE operations on Zapier

Start a workflow when this happens

Consumer Added to Workflow — Triggers when a consumer record is added to the chosen workflow.
Consumer Status Updated — Triggers when a consumer record's status is updated to the chosen status.
New Consumer Added — Triggers when a new consumer record is added.
New Partner Added — Triggers when a new partner record is added.
Partner Added to Workflow — Triggers when a partner record is added to the chosen workflow.

Show 1 more triggers

Partner Status Updated — Triggers when a partner record's status is updated to the chosen status.

Things Salesflare can make it do

Add Consumer to Workflow — This action will add the specified consumer record to a chosen workflow.
Add Partner to Workflow — This action will add the specified partner record to a chosen workflow.
Change Consumer Status — This action will change the specified consumer record to a chosen status.
Change Partner Status — This action will change the specified partner record to a chosen status.
Create Consumer Record — This action will create a new consumer record.

Show 4 more actions

Create Partner Record — This action will create a new partner record.
Create SE Consumer Record (Deprecated) — This function creates a Consumer Record in SE.
Update Consumer Record — This action will update an existing consumer record.
Update Partner Record — This action will update an existing partner record.

Look up existing records

Lookup Consumer Record — This action will lookup an existing consumer record.
Lookup Partner Record — This action will lookup an existing partner record.

SALESENGINE.SE and Salesflare