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Google Sheets
HR & Recruitingfree

Loan Agency CRM Intake

by Marth - Business AutomationUpdated Aug 2026
RequiresGoogle SheetsGoogle SheetsTwilioTwilioGoogle DriveGoogle Drive
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WeWebhookCoData Cleansing & DuplicatesData Cleansing …CoAuto-Assign AgentAuto-Assign Age…Store DataSend NotificationsSend Notificati…WeWebhook1Update StatusDocument ManagementDocument Manage…1234
1/5
FLOWS
STEPS · 4
Starts on an incoming request

On a webhook, logs applicant data to Google Sheets, sends an SMS via Twilio, and stores files in Google Drive.

Tags

webhookmediumGoogle SheetsTwilioCRM
Connects
sheetsGoogle SheetstwilioTwiliogoogledriveGoogle Drive
CategoryHR & Recruiting
Triggerwebhook
Complexitymedium
Nodes8
AddedJun 14, 2026