Mortgage iQ + Shape integrations
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.
- When this happens...New Lead/LoanTriggers when a new lead/loan is added to MiQ.
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with Mortgage iQ and Shape
Discover other triggers and actions you can use with Mortgage iQ and Shape
- New Lead/Loan
Triggers when a new lead/loan is added to MiQ.
Try ItTriggerPolling - Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite- Record IDRequired
ActionSearch
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite- Record IDRequired
- Status NameRequired
ActionWrite
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