LionDesk + Mortgage iQ

LionDesk + Mortgage iQ integrations

Create LionDesk CRM contacts for new Mortgage IQ leads/loans

Capture your incoming leads from Mortgage IQ, then add them to LionDesk, so all of your leads are in the same place. Use this automation to automatically add your new leads from Mortgage IQ to LionDesk CRM. LionDesk can immediately start a new drip campaign, without having to waste time exporting and importing lists.

When this happens...
New Lead/LoanTriggers when a new lead/loan is added to MiQ.
TriggerPolling
automatically do this!
Create ContactCreates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
ActionWrite

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More things you can do with Mortgage iQ and LionDesk

Discover other triggers and actions you can use with Mortgage iQ and LionDesk

New Lead/Loan
Triggers when a new lead/loan is added to MiQ.
Trigger
Polling
Try It
- LionDesk id
  Required
- Comment description
  Required
Action
Write
- First Name
  Required
- Last Name
- Primary Email
- Contact Hotness
- Contact Source
- Contact Tags
- Mobile Phone
- Home Phone
- Office Phone
- Company
- Birthday
- Type of address
- Address 1
- Address 2
- City
- State
- Zip code
- Comments
- Campaign
- Lead
- Lead Source
- Distribute Lead
Action
Write
- Contact's LionDesk id
  Required
- Hotness
  Required
Action
Write

New Contact
Triggers when a new contact is added to your LionDesk account.
Trigger
Polling
Try It
- Contact's LionDesk id
  Required
- Remove existing tags?
- Tags
- Tag options
Action
Write
- LionDesk Id
  Required
- Campaign
  Required
Action
Write
- Email
- Phone number
- LiondDesk id
Action
Search

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

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About Mortgage iQ

Mortgage iQ is a system for providing Mortgage CRM, Lead Management and Marketing for Retail, Wholesale, Correspondent and Consumer Direct Lenders.

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