Tutorial videos for setting up Zaps with some popular CRMs
For the most part, Zaps will predominantly be set up the same regardless of your CRM, however different CRMs have their Zapier integrations set up in different ways, so setting up each CRM will be slightly different. Not every CRM will have the capability to do all the same things through Zapier.
See: Zapier's Quick-Start Guide and Zapier's Support Page for general info on using Zapier
See: Integrating ARIVE with Your Zapier Account for how to connect your ARIVE account to your Zapier account
SALESFORCE ZAPS:
Please follow the below tutorials to understand about the ARIVE integration with Salesforce via Zapier. You can find tutorials for different triggers/actions.
ARIVE's POS New Loan Sub > New Opportunity in Salesforce - Lead Source Formatted:
https://www.loom.com/share/453333fced584b50bc75a3f11331d4b4
New Loan in ARIVE > New Opportunity in Salesforce - Lead Source Formatted:
https://www.loom.com/share/b0cdd2c80ae4439ab60302dc2511fd8a
New Lead in Salesforce > New Loan in ARIVE:
https://www.loom.com/share/4c6cf2555b354232a3d0d3c6b2bba3d4
ARIVE Status Update > Salesforce Update - Lead Source & Loan Status to Stage Formatted:
https://www.loom.com/share/2a4e5b93fcf8437b9a755a42d720c144
Salesforce Update > ARIVE Status Update - Stage to Status Formatted:
https://www.loom.com/share/684a2a7a23f649a29c0cf5fdc970e1d3
SUREFIRE ZAPS: THERE ARE NO TRIGGERS FOR THIS CRM, SO ZAPS WOULD ONLY START IN ARIVE
Please follow the below tutorials to understand about the ARIVE integration with Surefire via Zapier. You can find tutorials for different triggers/actions.
ARIVE's POS New Loan Sub > New Loan in Surefire - Status Formatted:
https://www.loom.com/share/2d858b55b1374f259719aa43c39fa4c3
New Loan in ARIVE > New Loan in Surefire - Status Formatted:
https://www.loom.com/share/9e97f6be10a34e0d91e4078ff6195dbe
ARIVE Status Update > Surefire Update - Status Formatted:
https://www.loom.com/share/c2ca12b140884f22bf541dfac31e1da5
BNTOUCH ZAPS:
Please follow the below tutorials to understand about the ARIVE integration with BNTouch via Zapier. You can find tutorials for different triggers/actions.
ARIVE's POS New Loan Sub > New Loan in BNTouch - Status, Marketing Seq & Credit Repair Formatted:
https://www.loom.com/share/cd400bfad03d4bb0ad90b5a046d892fd
New Loan in ARIVE > New Loan in BNTouch - Status, Marketing Seq & Credit Repair Formatted:
https://www.loom.com/share/d728ec77da54445da4cc59e65a100861
New Loan in BN Touch > New Loan in ARIVE:
https://www.loom.com/share/81dbc21e4df741c3b2d667799f972561
ARIVE Status Update > BNTouch Update - Loan Status, Mk Seq, Mtg Info Status & Credit Repair Formatted:
https://www.loom.com/share/7ce0735a6b58419a9eb6a6f8f2461251
BNTouch Loan Update > ARIVE Status Update - Marketing Seq & Credit Repair Formatted:
https://www.loom.com/share/7b1ea7b2770646a1bd1d35e1860910f1
FOLLOW UP BOSS ZAPS:
Please follow the below tutorials to understand about the ARIVE integration with Follow Up Boss via Zapier. You can find tutorials for different triggers/actions.
ARIVE's POS New Loan Sub > New Loan in Follow Up Boss - Status, Marketing Seq & Credit Repair Formatted:
https://www.loom.com/share/d42916fb6d0845968b4395252696d51a
New Loan in Follow Up Boss > New Loan in ARIVE:
https://www.loom.com/share/081727f653bc47b7889a1d4b57fbb36c
ARIVE Status Update > Follow Up Boss Update - Loan Status/Stage Formatted:
https://www.loom.com/share/4f17b28fa3b744aa9e873e8c166e6f89
Follow Up Boss Loan Update > ARIVE Status Update:
https://www.loom.com/share/258130b248e94886b0f0cb64701df3f6
10XCRM ZAPS: THERE ARE NO TRIGGERS FOR THIS CRM, SO ZAPS WOULD ONLY START IN ARIVE
Please follow the below tutorials to understand about the ARIVE integration with 10xCRM via Zapier. You can find tutorials for different triggers/actions.
ARIVE's POS New Loan Sub > New Loan in 10xCRM - Status, Marketing Seq & Credit Repair Formatted:
https://www.loom.com/share/2a06f7ed0b944b4a9c860f3fcefc29a1
New Loan in ARIVE > New Loan in 10xCRM - Status, Marketing Seq & Credit Repair Formatted:
https://www.loom.com/share/447e69c3f74a491c867941d2ef41acb0
ARIVE Status Update > 10xCRM Update - Loan Status, Mk Seq, Mtg Info Status & Credit Repair Formatted: