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Hello Everyone!
Super new to Zapier! I am a Mortgage Broker- trying to Integrate my Loan Operating System (where I take mortgage applications and close loans) to connect to my CRM (where I manager long term follow up and marketing for my clients) CRM is called BnTouch.
I am struggling with setting up the Zap. Is there someone who can walk me thru this one on one….or is there a service we can pay a fee to have someone do this for us?
Ive spent a lot of time trying to figure it out already and really wish I could just pay someone at this point LOL.
Let me know if you have any suggestions!
Thank you,
xxxxx xxxx
xxx-xxx-xxxx
xxxxxx@xxxxgage.com