How to connect Daily AI Mortgage + Agent Legend
Zapier lets you send info between Daily AI Mortgage and Agent Legend automatically—no code required.
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- New ContactTriggers when a new contact is created for some specific user.Trigger
- Create / Update a ContactCreate / Update a ContactAction
- Create / Update TransactionCreate / Update TransactionAction
- Lead Added to CampaignTriggers when a lead is added to a campaign.Trigger
- Lead RespondedTriggers when a lead responds to one of your campaigns.Trigger
- Add Lead to CampaignAdds a lead to a campaign.Action
- Stop CampaignStops a campaign for the specified lead.Action
- Find LeadFind an existing lead by email address or phone number.Action
- Step 1: Authenticate Daily AI Mortgage and Agent Legend.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.