LionDesk + Mortgage iQ + Filter by Zapier
LionDesk + Mortgage iQ + Filter by Zapier
LionDesk + Mortgage iQ integrations
Add new Mortgage IQ leads/loans to LionDesk CRM as contacts
Use this automation to quickly and easily manage new leads. Once enabled, new Mortgage IQ leads/loans from an Open House Landing Page will automatically be added to LionDesk CRM as contact.
- When this happens...New Lead/LoanTriggers when a new lead/loan is added to MiQ.
- automatically do this...Only continue if...Set up rules to specify when this Zap can continue running.
- then 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.
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More things you can do with these apps
Discover other triggers and actions you can use with Mortgage iQ, Filter by Zapier, and more
- New Lead/Loan
Triggers when a new lead/loan is added to MiQ.
Try ItTriggerPolling - New Contact
Triggers when a new contact is added to your LionDesk account.
Try ItTriggerPolling - Contact's LionDesk idRequired
- Remove existing tags?
- Tags
- Tag options
ActionWrite- LionDesk IdRequired
- CampaignRequired
ActionWrite
- Only continue if...Required
ActionFilter- LionDesk idRequired
- Comment descriptionRequired
ActionWrite- 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
ActionWrite- Contact's LionDesk idRequired
- HotnessRequired
ActionWrite
About LionDesk
LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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