LeadConnector + myHomeIQ
Create opportunities in LeadConnector when new buyer leads appear in myHomeIQ
Boost your efficiency by instantly updating your LeadConnector opportunities when a new buyer lead is created in myHomeIQ. This workflow ensures your information remains up-to-date, allowing you to focus on cultivating those leads rather than updating them manually. Save time and increase your chances of conversion with this streamlined process.
Boost your efficiency by instantly updating your LeadConnector opportunities when a new buyer lead is created in myHomeIQ. This workflow ensures your information remains up-to-date, allowing you to focus on cultivating those leads rather than updating them manually. Save time and increase your chances of conversion with this streamlined process.
- When this happens...New Buyer Lead
Triggers when a new buyer lead is generated.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Buyer Lead
Triggers when a new buyer lead is generated.
Try ItClient emailRequired
Client phone number
Property owner nameRequired
Property full address
Property street
Property unit
Property state
Property zip
Property city
Property loan date
Property loan amount
Property home value
Property sale price
Property loan term
Property interest rate
Property loan type
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
New Seller Lead
Triggers when a new seller lead is generated.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
