Lender Launchpad + Act! Integrations

How to connect Lender Launchpad + Act!

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Choose a Trigger

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Choose an Action

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Supported triggers and actions

What does this mean?

New Listing
Triggers when a new presentation is published.
Trigger
Instant
Try It
New Resource
Triggers when a new resource is published.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Activity TypeRequired
- Regarding
- Schedule WithRequired
  The contact this activity will be scheduled with.
- Start TimeRequired
- End TimeRequired
- Details
- Location
- Priority
- Is Private
Action
Write
- Name
  Name of the opportunity.
- ContactRequired
  The contact this opportunity will be associated with.
- Estimated Close DateRequired
  When this opportunity is likely to close.
- Status
  Status of the opportunity.
- Probability
  Likelihood of the opportunity materializing.
- Actual Close Date
  When this opportunity closed.
- Competitor
- Referred By
  Source of the opportunity.
- Reason
Action
Write

- TypeRequired
- ContactRequired
  The contact this history will be associated with.
- Regarding
- Details
- Start TimeRequired
- End TimeRequired
- Private
Action
Write
- ContactRequired
  The contact that will be updated.
- Company
- ID/Status
  ID Status is commonly used to differentiate types of contacts. For example, Lead vs Vendor.
- Referred By
  Source of the contact.
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write

- Group Name
Action
Search
- Email Address
  The primary email address of the contact to find.
- Company
- ID/Status
  ID Status is commonly used to differentiate types of contacts. For example, Lead vs Vendor.
- Referred By
  Source of the contact.
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write
- NameRequired
  A unique group name.
- Description
Action
Search or write

New Presentation
Triggers when a new presentation is published.
Trigger
Instant
Try It
Auth Test
Tests authentication by getting 1 contact.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
- ContactRequired
  The contact this note will be associated with.
- Note TextRequired
  Note details.
- Private
  Whether the note is public (default) or private to you.
Action
Write
- Company
- ID/Status
  ID Status is commonly used to differentiate types of contacts. For example, Lead vs Vendor.
- Referred By
  Source of the contact.
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Write
- NameRequired
  A unique group name.
- Description
Action
Write
- Field to Search ByRequired
- Value to Search ByRequired
Action
Search
- Email Address
  The primary email address of the contact to find.
- Company
- ID/Status
  ID Status is commonly used to differentiate types of contacts. For example, Lead vs Vendor.
- Referred By
  Source of the contact.
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write
- Field to Search ByRequired
- Value to Search ByRequired
- Company
- ID/Status
  ID Status is commonly used to differentiate types of contacts. For example, Lead vs Vendor.
- Referred By
  Source of the contact.
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
Action
Search or write

How Lender Launchpad + Act! Integrations Work

Step 1: Authenticate Lender Launchpad and Act!.
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.

Connect apps

Connect Lender Launchpad + Act!

About Lender Launchpad

Lender Launchpad offers modern marketing tools for mortgage professionals.

Related categories

Marketing

About Act!

Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.

Learn more

Related categories

CRM (Customer Relationship Management)

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Lender Launchpad + Act! Integrations

How to connect Lender Launchpad + Act!

Connect your apps and automate workflows

New Listing

New Resource

New Contact

Add Activity

Activity TypeRequired

Regarding

Schedule WithRequired

Start TimeRequired

End TimeRequired

Details

Location

Priority

Is Private

Add Opportunity

Name

ContactRequired

Estimated Close DateRequired

Status

Probability

Actual Close Date

Competitor

Referred By

Reason

Add History

TypeRequired

ContactRequired

Regarding

Details

Start TimeRequired

End TimeRequired

Private

Update Contact

ContactRequired

Company

ID/Status

Referred By

First Name

Last Name

Email

Title

Business Phone

Mobile Phone

Business Address Line 1

Business Address Line 2

Business Address City

Business Address State

Business Address Zip Code

Business Country

Website

Last Results

Find Group

Group Name

Find or Create Contact

Email Address

Company

ID/Status

Referred By

First Name

Last Name

Email

Title

Business Phone

Mobile Phone

Business Address Line 1

Business Address Line 2

Business Address City

Business Address State

Business Address Zip Code

Business Country

Website

Last Results

Find Group

NameRequired

Description

New Presentation

Auth Test

New Opportunity