LionDesk + Mortgage iQ
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.
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/Loan
Triggers when a new lead/loan is added to MiQ.
- automatically do this!Create Contact
Creates 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.
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New Lead/Loan
Triggers when a new lead/loan is added to MiQ.
Try ItLionDesk idRequired
Comment descriptionRequired
First NameRequired
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
Contact's LionDesk idRequired
HotnessRequired
New Contact
Triggers when a new contact is added to your LionDesk account.
Try ItContact's LionDesk idRequired
Remove existing tags?
Tags
Tag options
LionDesk IdRequired
CampaignRequired
Email
Phone number
LiondDesk id
