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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Consumer Added to Workflow " from SALESENGINE.SE.

Add your action

An action happens after the trigger—such as "Check for Spam" in OOPSpam.

You’re connected!

Zapier seamlessly connects SALESENGINE.SE and OOPSpam, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Connect SALESENGINE.SE and OOPSpam to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Consumer Workflow
  Required
Trigger
Polling
Try It
- Consumer Workflow
  Required
Trigger
Polling
Try It
New Partner Added
Triggers when a new partner record is added.
Trigger
Polling
Try It
- Consumer Record ID
  Required
- Status To Change To
  Required
Action
Write
- SE Record Type
  Required
- SE Record Status
  Required
- SE Lead Source
  Required
- SE Campaign
- Workflow
- LDN
- First Name
  Required
- Last Name
  Required
- Address 1
  Required
- Address 2
- City
  Required
- State
- Zip
  Required
- Phone
  Required
- Email
  Required
- Age
  Required
- Home Value
- Mortgaged Owed
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone
  Required
- Email
  Required
- SE Record Type
  Required
- SE Record Status
  Required
- SE Lead Source
  Required
- SE Campaign
- Workflow
- Address 1
  Required
- Address 2
- City
  Required
- State
- Zip
  Required
- Birthdate
- Home Value
- Mortgaged Owed
- Notes
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Stage
- Alt Relationship
Action
Write
- Partner Record ID
  Required
- Status To Change To
  Required
Action
Write
- Partner Record ID
  Required
- Status To Change To
  Required
Action
Write
- Search By
  Required
- Consumer Workflow
  Required
Action
Search

- Consumer Workflow
  Required
Trigger
Polling
Try It
New Consumer Added
Triggers when a new consumer record is added.
Trigger
Polling
Try It
- Consumer Workflow
  Required
Trigger
Polling
Try It
- Consumer Record ID
  Required
- Status To Change To
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Status
  Required
- Workflow
- Type
  Required
- Company Name
  Required
- Stage
- Address 1
  Required
- Address 2
- City
  Required
- State
- Zip
  Required
- Country
- Website
- Birthdate
- Title
- Assistant
- Description
- SE Lead Source
  Required
- campaigns
- Record Owner
- Assigned to User
- Notes
Action
Write
- Partner Record ID
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Birthdate
- Status
  Required
- Workflow
- Type
  Required
- Address 1
  Required
- Address 2
- City
  Required
- State
- Zip
  Required
- Country
- Description
- Website
- Opt Out
- Stage
- Title
- Assistant
- SE Lead Source
  Required
- Campaign
- Record Accepted Date
- Record Owner
- Assigned to User
Action
Write
- Consumer Record ID
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- SE Record Type
  Required
- SE Record Status
  Required
- SE Lead Source
  Required
- SE Campaign
- Workflow
- Address 1
  Required
- Address 2
- City
  Required
- State
- Zip
  Required
- Birthdate
- Opt Out
- Home Value
- Mortgaged Owed
- Actual Close Date
- Sq Footage
- # of Units
- Loan Type
- Estimated Close Date
- Loan Sale Type
- Loan Purpose
- Final Action
- HUD Counseling Date
- Application Intake Date
- Application Date
- HUD Certification Date
- HECM MCA
- 2nd Liens
- Existing Payment
- Loan Number
- Trust
- Adjustable Rate
- Fixed Rate
- Margin
- UPB
- LO Fee
- RM ID
- Appraisal Paid By
- AMC/Appraiser
- Year Built
- Year's at Property
- Property Notes
- Foundation
- Construction Type
- Record Owner
- Assigned To
- Record Accepted Date
- Referring Partner
- LDN
- Legacy ID
- GCLID
- Coborrower First Name
- Coborrower Last Name
- Coborrower Birthdate
- Customer Need
- Soc Sec Income
- Other Income
- Real Estate Assets
- Cash Assets
- Race/Ethnicity
- Mtg Owed Other Properties?
- Medic-aide / SSI?
- Gender
- Annual Property Taxes
- Annual Home Owners Insurance
- Middle Name
- Stage
- Country
- Description
- Property County
- Alt First Name
- Alt Middle Name
- Alt Last Name
- Alt Birthdate
- Alt Phone
- Alt Email
- Alt Company Name
- Alt Address1
- Alt Address2
- Alt Zip
- Alt City
- Alt State
- Alt Country
- Alt Relationship
Action
Write
- Search By
  Required
- Consumer Workflow
  Required
Action
Search
- Content
  Required
- Sender IP
- Email
  Required
- Consider short messages as spam
- Log submissions to OOPSpam
- Block temporary/disposable emails
- Block IP addresses from Cloud Providers
- Block IP addresses from VPN Providers
- Allow messages only in these languages
- Allow entries only from these countries
- Block entries from these countries
Action
Write

About SALESENGINE.SE

Integration with the Mortgage CRM SalesEngine.SE

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About OOPSpam

OOPSpam - stop bots and manual spam from reaching you or your customer. All with high accuracy and privacy.

Related categories

Business Intelligence

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