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LeadConnector + Myloanofficer

LeadConnector + Myloanofficer

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.

  1. When this happens...
    New Contact Form Submission
    New Contact Form Submission
    New Contact Form SubmissionTriggers when the Contact Form is submitted.
  2. automatically do this!
    Add/Update Contact
    Add/Update Contact
    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

  • Myloanofficer triggers, actions, and search
    New Contact Form Submission

    Triggers when the Contact Form is submitted.

    Trigger
    Polling
    Try It
    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • 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 Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
  • Myloanofficer triggers, actions, and search
    New Lead Funnel Submission

    Triggers when someone fills out the lead funnel.

    Trigger
    Polling
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Contact Phone
    • Contact Email
    Action
    Write
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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myloanofficer logo
About Myloanofficer
MyLoanOfficer is a platform owned by Reverse Focus that creates websites for Reverse Mortgage Loan Officers.
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