myHomeIQ + Redtail CRM

myHomeIQ + Redtail CRM integrations

Create myHomeIQ reports from new Redtail CRM activities

Easily stay on top of client activities with this efficient workflow between Redtail CRM and myHomeIQ. When a new activity is created in Redtail CRM, a myHomeIQ report is generated, providing you with valuable insights and data analysis. Save time and streamline your client management processes by automating this crucial step.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create a myHomeIQ ReportCreate and activate a homeIQ report
ActionWrite

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More things you can do with Redtail CRM and myHomeIQ

Discover other triggers and actions you can use with Redtail CRM and myHomeIQ

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Seller Lead
Triggers when a new seller lead is generated.
Trigger
Instant
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Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Buyer Lead
Triggers when a new buyer lead is generated.
Trigger
Instant
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- Client email
  Required
- Client phone number
- Property owner name
  Required
- Property full address
- Property street
- Property unit
- Property state
- Property zip
- Property city
- Property loan date
- Property loan amount
- Property home value
- Property sale price
- Property loan term
- Property interest rate
- Property loan type
Action
Write

About myHomeIQ

myHomeIQ connects homeowners with real estate, mortgage, and home service professionals

HelpHelp

Related categories

Marketing

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create myHomeIQ reports for updated Redtail CRM contacts

Related Zap Templates

Create myHomeIQ reports for updated Redtail CRM contacts