LeadConnector + Myloanofficer integrations
Manage new Myloanofficer form submissions by adding or updating contacts in LeadConnector
Easily streamline your workflow with the Myloanofficer and LeadConnector apps. Every time a new contact form is submitted in Myloanofficer, the details are promptly added or updated in LeadConnector. This efficient and automatic process ensures that no potential leads fall through the cracks, allowing you to stay on top of your customer engagement strategy.
- When this happens...New Contact Form SubmissionTriggers when the Contact Form is submitted.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Myloanofficer and LeadConnector
Discover other triggers and actions you can use with Myloanofficer and LeadConnector
- New Contact Form Submission
Triggers when the Contact Form is submitted.
Try ItTriggerPolling - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
- New Lead Funnel Submission
Triggers when someone fills out the lead funnel.
Try ItTriggerPolling - 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
ActionWrite- 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)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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