Zoho CRM Experts

Floify And Zoho CRM Integration

[ View the critical loan status and make informed decisions ]

Floify ZOHO integration helps mortgage lenders sync seamlessly and maintain prospect, client, and partner relationships between Floify and ZOHO CRM systems. Floify users can now connect to lending mortgage databases, trigger marketing workflows in CRM, and streamline redundant data duplication.

Seamless Loan Data Transfer

Automated Updates in Zoho CRM

Automatic Task Creation

Track Loans

Reporting and Analytics

Key aspects of integration

Sales needs

  • Get an overview of all deals in the sales pipeline.
  • Streamline customer data that is in fragmented silos & requiring significant manual intervention and duplication between loan flows and data processing systems.
  • Build rules in CRM to create repeatable service experiences and internal user actions.

Operation needs

  • Keep the customers updated on the loan process.
  • Manage customer service continuity across systems, stages, and progress tracking
  • Maintain a reliable data repository for all service interactions.
  • Customize user experiences, and tailor them to defined, high-value business services.

Services

[ Connect mortgage lending data with the sales and marketing tool ]

Sync information in various apps and platforms. Enable the team to view verified customer data quickly.

Automatically create loan sequence in CRM when Floify loan flow is updated

Link an active customer Floify loan flow to an existing record in CRM

Track loan flow updated in Floify from within CRM and create mailing lists.

Manage customer service continuity across systems, stages, and progress tracking

Streamline customer data that is in fragmented silos & requiring significant manual intervention and duplication between loan flows and data processing systems.

Services

[ Connect mortgage lending data with the sales and marketing tool ]

Seamless Loan data transfer

Seamless Data Transfer

Sync information in various apps and platforms. Enable the team to view verified customer data quickly directly from Floify to Zoho CRM

Automatic Task creation

Automatic Task Creation

Automatically create loan sequence in CRM and Streamline customer data that is in fragmented silos & requiring significant manual intervention and duplication between loan flows and data processing systems.

Customer Data and analytics

Extensive Customer Data

Access to extensive customer data and analytics inside the Zoho CRM interface. Link an active customer Floify loan flow to an existing record in CRM

Automated updates in Zoho CRM

Automated Updates

Automated updates in Zoho CRM whenever there is a change in the loan status. Also track loan flow updated in Floify from within CRM and create mailing lists.

Who uses Floify and Zoho CRM integration?

Any mortgage lending business that requires a streamlined, automated loan process to be synced with an active customer database will find this integration useful.

That includes mortgage companies, banks, credit unions, and other financial institutions.

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FAQ

All your questions answered. Need more assistance? Contact us below!

?

The integration allows data to be transferred between the two platforms so that both systems have synced and up-to date information. It also automates specific actions, such as creating  tasks or updating loan statuses and streamlines the loan process. 
Any financial or lending professionals using Floify and Zoho CRM can benefit from this integration. It can save time and improve efficiency by automating tasks and providing easy 
access to customer data.
Yes, the integration allows for customization and can be tailored to fit your individual needs and processes. 
The integration allows easy access to essential customer data, streamlines communication between team members, and automates specific actions to make the loan process smoother. All of these factors can ultimately lead to a better overall customer experience. 
The integration is an excellent fit for small businesses as it can help with organization and manage customer data efficiently. It also offers cost-effective pricing options for smaller teams. 
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