Mortgage iQ + Shape

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.
TriggerPolling
automatically do this!
Create RecordCreate a new record within the CRM
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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.
Trigger
Polling
Try It
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write
- Record ID
  Required
Action
Search

- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
Write

About Mortgage iQ

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.