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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.

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.

  1. When this happens...
    myHomeIQmyHomeIQ
    New Buyer Lead

    Triggers when a new buyer lead is generated.

    TriggerInstant
  2. automatically do this!
    ShapeShape
    Create Record

    Create a new record within the CRM

    ActionWrite
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Supported triggers and actions

What does this mean?
  • myHomeIQ triggers, actions, and search

    New Buyer Lead

    Triggers when a new buyer lead is generated.

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • Record IDRequired

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    Action
    Write
    • Record IDRequired

    Action
    Search
  • myHomeIQ triggers, actions, and search

    New Seller Lead

    Triggers when a new seller lead is generated.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • EmailRequired

    Action
    Write
    • Record IDRequired

    • Status NameRequired

    Action
    Write
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About myHomeIQ

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

Related categories

  • Marketing
shape logo

About Shape

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

Related categories

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Zapier Interfaces

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