Mortgage iQ + Shape
Create records in Shape Software for new leads/loans in Mortgage iQ
Make sure you act on every new lead/loan in Mortgage iQ with this Zapier automation. Once it's active, a Shape Software record will be created for every new lead/loan in Mortgage iQ.
Make sure you act on every new lead/loan in Mortgage iQ with this Zapier automation. Once it's active, a Shape Software record will be created for every new lead/loan in Mortgage iQ.
- When this happens...New Lead/Loan
Triggers when a new lead/loan is added to MiQ.
- automatically do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
New Lead/Loan
Triggers when a new lead/loan is added to MiQ.
Try ItRecord IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
First NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.