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.
- When this happens...New Buyer Lead
Triggers when a new buyer lead is generated.
- automatically do this!Create Record
Create a new record within the CRM
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New Buyer Lead
Triggers when a new buyer lead is generated.
Try ItClient 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
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
New Seller Lead
Triggers when a new seller lead is generated.
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired