myHomeIQ + Shape
myHomeIQ + Shape
Create new records in Shape for new buyer leads in myHomeIQ
Efficiently streamline your property sales workflow with this automation. When you get new buyer leads in the myHomeIQ app, a record will be immediately created in the Shape app. This lets you keep track of your prospective clients easily, saving you time and effort in managing your real estate business.
- When this happens...New Buyer LeadTriggers when a new buyer lead is generated.
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with myHomeIQ and Shape
Discover other triggers and actions you can use with myHomeIQ and Shape
- New Buyer Lead
Triggers when a new buyer lead is generated.
Try ItTriggerInstant - Client emailRequired
- Client phone number
- Property owner nameRequired
- 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
ActionWrite- Record IDRequired
- First Name
- Last Name
- Phone Number
- Email Address
ActionWrite- Record IDRequired
ActionSearch
- New Seller Lead
Triggers when a new seller lead is generated.
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
ActionWrite- Record IDRequired
- Status NameRequired
ActionWrite
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