Workflow automation wired to how ops actually runs
ZappLoans
Fintech · Digital lending
Channels connected
Dialer + WhatsApp + email
Status triggers
Automated
Go-live
~5 weeks
The challenge
ZappLoans had an existing dialer and manual follow-up routines that worked for their team, but lead status changes did not trigger consistent outreach. Integrations with messaging channels were ad hoc and hard to audit.
What we built
Mixins connected their dialer to Loan CRM, configured WhatsApp and email triggers on status transitions, and built workflow rules around how their ops team already handled warm leads, credit holds, and disbursal confirmations.
Key outcomes
- Existing dialer integrated with CRM pop-ups and logging
- WhatsApp and email automation on lead status changes
- Workflows shaped around ops team habits
- Audit trail for every automated touchpoint
“WhatsApp and email triggers tied to lead status were the hook for us. Mixins connected our existing dialer and built workflows around how our ops team actually runs.”
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