leadPops + Usherpa

Create new Usherpa contacts from ignited leads in leadPops

Boost your customer relationship management with this seamless workflow. As soon as a potential client appears in leadPops, they are immediately transferred to your Usherpa contact list. This process not only saves you the trouble of manually inputting data, but also enhances your lead management by ensuring no opportunity slips through the cracks. Make your operations smoother and more efficient with this effortless integration.

Boost your customer relationship management with this seamless workflow. As soon as a potential client appears in leadPops, they are immediately transferred to your Usherpa contact list. This process not only saves you the trouble of manually inputting data, but also enhances your lead management by ensuring no opportunity slips through the cracks. Make your operations smoother and more efficient with this effortless integration.

  1. When this happens...
    leadPopsleadPops
    Ignite Lead

    Triggers when a new lead received from Ignite Campaigns.

    TriggerInstant
  2. automatically do this!
    UsherpaUsherpa
    Create Contact

    Creates a new Contact

    ActionWrite
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Start free with email
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Supported triggers and actions

What does this mean?
    • Folder ListRequired

    • Tags List

    • Funnels List

    Trigger
    Instant
    Try It
    • Contact Type

    • Marketing Package

    • First NameRequired

    • Middle Name

    • Last NameRequired

    • Nick Name

    • Display Name

    • Salutation

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Home Phone

    • Mobile Phone

    • Work Phone

    • Employer

    • Birthday

    • Title

    • Group Name

    • Referral Source

    • Website

    • Fico Score

    • Favorite Things

    • Own Current Residence

    • Contact Preference

    • Language

    • License Number

    • Additional Contact First Name

    • Additional Contact Middle Name

    • Additional Contact Last Name

    • Additional Contact Salutation

    • Additional Contact Nick Name

    • Additional Contact Email

    • Additional Contact Address

    • Additional Contact City

    • Additional Contact State

    • Additional Contact Postal Code

    • Additional Contact Home Phone

    • Additional Contact Work Phone

    • Additional Contact Mobile Phone

    • Additional Contact Employer

    • Additional Contact Title

    • Additional Contact Birthday

    • Additional Contact Website

    • Additional Contact Fico Score

    • Additional Contact Favorite Things

    • Additional Contact Own Current Residence

    • Additional Contact Contact Preference

    • Additional Contact Language

    • Additional Contact Licnese Number

    Action
    Write
    • VerticalsRequired

    • Sub-VerticalsRequired

    • Campaigns

    Trigger
    Instant
    Try It
    • Loan IdentifierRequired

    • Loan Officer EmailRequired

    • Borrower First Name

    • Borrower Middle Name

    • Borrower Last NameRequired

    • Borrower Salutation

    • Borrower Nick Name

    • Borrower Mobile Phone

    • Borrower Work Phone

    • Borrower Home Phone

    • Borrower Email

    • Borrower Best Way To Contact

    • Borrower Mailing Address

    • Borrower Mailing City

    • Borrower Mailing State

    • Borrower Mailing Postal Code

    • Borrower Company Name

    • Borrower Fico Score

    • Borrower Job Title

    • Borrower Birthday

    • Co-Borrower First Name

    • Co-Borrower Middle Name

    • Co-Borrower Last Name

    • Co-Borrower Salutation

    • Co-Borrower Nick Name

    • Co-Borrower Mobile Phone

    • Co-Borrower Home Phone

    • Co-Borrower Work Phone

    • Co-Borrower Email

    • Co-Borrower Best Way To Contact

    • Co-Borrower Fico Score

    • Co-Borrower Birth Day

    • Display Name

    • Group Name

    • Loan Notes

    • Language

    • Own Primary Residence

    • Referrer Name

    • Actual Close Date

    • Application Date

    • Appraisal Ordered Date

    • Appraisal Received Date

    • Approval Date

    • Cancellation Date

    • CD Sent Date

    • CD Receipt Date

    • Cleared to Close Date

    • Construction Close Date

    • Credit Pulled Date

    • Decision Date

    • Denied Date

    • Docs To Escrow Title Date

    • Estimated Close Date

    • First Payment Due Date

    • Lock Date

    • Lock Expiration Date

    • Loan In Process Date

    • Loan Modified Date

    • Servicing Next Payment Due Date

    • Signed Date

    • Sold Date

    • Submitted To Underwriting Date

    • Appraised Value

    • Association Dues

    • CLTV

    • Documentation Type

    • Hazard Insurance

    • Is In Flood Zone

    • Lien Position

    • Loan Status

    • Loan ARM Index

    • Loan ARM Margin

    • Loan Interest Rate

    • Loan Amount

    • Loan Number

    • Loan Product

    • Loan Type

    • Loan LTV

    • Loan Monthly Payment

    • Loan Purpose

    • Loan Term

    • Occupancy

    • PMI

    • Property Taxes

    • Purchase Price

    • Total Down Payment

    • Total Loan Amount

    • Total Monthly Payment

    • Secondary Loan ARM Margin

    • Secondary Loan ARM Index

    • Secondary Loan Interest Rate

    • Secondary Loan Amount

    • Secondary Loan Number

    • Secondary Loan Product

    • Secondary Loan Type

    • Secondary Loan LTV

    • Secondary Loan Monthly Payment

    • Property Street Address

    • Property City

    • Property County

    • Property State

    • Property Postal Code

    • Escrow Company Name

    • Escrow Street Address

    • Escrow City

    • Escrow State

    • Escrow Postal Code

    • Escrow Phone Number

    • Escrow Fax Number

    • Escrow No.

    • Title Attn

    • Buyer Agent Name

    • Buyer Agent Company

    • Buyer Agent Title

    • Buyer Agent License No.

    • Buyer Agent Email

    • Buyer Agent Mobile Phone Number

    • Buyer Agent Work Phone Number

    • Buyer Agent Fax Number

    • Buyer Agent Street Address

    • Buyer Agent City

    • Buyer Agent State

    • Buyer Agent Postal Code

    • Listing Agent Name

    • Listing Agent Company

    • Listing Agent Title

    • Listing Agent License No.

    • Listing Agent Email

    • Listing Agent Mobile Phone Number

    • Listing Agent Work Phone Number

    • Listing Agent Fax Number

    • Listing Agent Street Address

    • Listing Agent City

    • Listing Agent State

    • Listing Agent Postal Code

    Action
    Write
leadpops-leads logo
leadpops-leads logo

About leadPops

leadPops develops lead generation technology and marketing solutions for mortgage, real estate, and insurance pros.

Related categories

  • Marketing
usherpa logo
usherpa logo

About Usherpa

Usherpa is the easiest-to-use marketing crm for sales professionals that saves time, maximizes referrals and automates marketing.

Related categories

  • Contact Management
  • CRM (Customer Relationship Management)

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