One test lead per calculator
Input and result keys differ by calculator. Re-sample when you route a new calculator into an existing Zap or scenario.
PrequalFunnel sends each calculator lead to Zapier or Make through their own webhook catchers: a Catch Hook trigger in Webhooks by Zapier, or a Custom webhook module in Make. From there you route the borrower's contact, inputs and results to any app those tools support. Lead webhooks need Producer or Brokerage.
Key takeaways
- Zapier: Webhooks by Zapier, Catch Hook trigger. Make: Webhooks, Custom webhook module.
- Send one test lead so the tool learns the payload structure, then map fields.
- Use per-calculator webhooks to give each loan type its own Zap or scenario.
- Leads are saved in PrequalFunnel's CRM first, so a broken Zap never loses one.
Should you use Zapier or Make?
Both receive the same PrequalFunnel webhook. Choose by how your team builds automations and how much branching you need.
Zapier
- Trigger: Webhooks by Zapier, Catch Hook
- Linear steps; easy for a solo LO or assistant
- Paths and Filters handle simple routing
- Webhooks by Zapier may need a paid Zapier plan; check yours
Make
- Trigger: Webhooks, Custom webhook module
- Visual scenarios with routers and iterators
- Good for routing by calculator, state or DTI band
- Run limits depend on your Make plan; check yours
How do you connect PrequalFunnel to Zapier or Make?
The pattern is the same in both tools: create a catcher, paste its URL into PrequalFunnel, send a test lead, map fields.
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Create the catcher
In Zapier, start a Zap with Webhooks by Zapier and choose Catch Hook. In Make, add a Webhooks module, choose Custom webhook and create a new hook. Copy the URL.
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Paste it into PrequalFunnel
Add the URL as your account-wide webhook or on one calculator. Webhooks are on Producer and Brokerage.
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Send a test lead
Submit the calculator's lead form. In Zapier, test the trigger to pull the sample; in Make, click Redetermine data structure while the hook is listening.
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Add actions and map fields
Create or update the contact in your CRM, append a row to a sheet, or post a short alert, mapping inputs, results and utm fields.
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Turn it on and watch the first real lead
Publish the Zap or activate the scenario, then check the run history on the first live lead to confirm every field landed.
What are common Zapier and Make recipes for mortgage leads?
These patterns use only the webhook trigger plus apps you likely already have. Field names refer to the PrequalFunnel payload.
| Goal | Trigger filter or route | Action |
|---|---|---|
| Log every lead with the numbers | None | Add a row to a Google Sheet with calculator, results and utm_campaign |
| Get FHA leads to the right LO | calculator equals fha-loan | Create the contact in your CRM and assign the LO |
| Flag high-DTI files for a call first | A mapped DTI result above your threshold | Create a task for a phone call instead of an automated email |
| Separate new from returning borrowers | is_new_contact true or false | Different first message or owner |
| Report on paid campaigns | gclid, fbclid or msclkid present | Write source and campaign to your reporting sheet |
How do you keep a Zap or scenario reliable?
Most breakages come from mapping, not delivery. A few habits keep leads flowing.
Use update-or-create actions
Returning borrowers send new submissions. Match on email so your CRM doesn't fill with duplicates.
Map consent before messaging
The contact object carries the consent the borrower gave. Filter on it before any text or call step. See TCPA consent.
Keep the full payload out of chat
Post a short alert with name and calculator to team channels; keep income and debts in the CRM.
Check the PrequalFunnel CRM when in doubt
Every lead is saved there before the webhook goes out, with the full calculation history in the built-in CRM.
Using HighLevel? You may not need a middle step
HighLevel workflows accept the webhook directly through an Inbound Webhook trigger, so a Zap or scenario is optional. See the HighLevel mortgage calculator integration guide, or the webhook payload reference if you are building your own endpoint.
Keep reading
FAQ · 9 questions
Questions loan officers ask
Is there a PrequalFunnel app in the Zapier directory?
No app is needed. You use Webhooks by Zapier with the Catch Hook trigger, which receives the PrequalFunnel webhook directly and exposes every payload field for mapping.
Do I need a paid Zapier plan?
Possibly. Zapier has historically limited Webhooks by Zapier to paid plans. Check your Zapier account; PrequalFunnel itself only needs Producer or Brokerage to send webhooks.
Which Make module receives the lead?
The Webhooks app's Custom webhook module. Create a hook, paste its URL into PrequalFunnel, then send a test lead while Make is listening so it can learn the data structure.
Why are some fields missing in my Zap?
The sample came from a different calculator or an older test. Inputs and results vary by calculator; submit a fresh test lead from the calculator you are routing and re-test the trigger.
Can one PrequalFunnel account feed several Zaps?
Yes. Use the account-wide webhook for one Zap and per-calculator webhooks for others, for example a separate Zap for refinance leads.
What if my Zap or scenario is turned off?
The lead is still saved in PrequalFunnel's CRM with all inputs and results and you still get the email alert, because delivery happens after the lead is stored.
Can I send calculator leads to Google Sheets?
Yes, through Zapier or Make. Map calculator, contact fields, key results and utm fields to columns; keep the sheet's sharing restricted because it holds financial details.
Does the payload include ad click IDs for reporting?
Yes. It carries gclid, fbclid and msclkid as flat fields along with utm_source, utm_medium, utm_campaign, landing_page and referrer.
Can Zapier or Make send data back into the calculator?
No. The integration is one-way: PrequalFunnel sends each lead out. Calculators do not read data from Zapier or Make.
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