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myHomeIQ + Wise Agent CRM

Manage new seller leads in myHomeIQ by adding them as leads in Wise Agent CRM

When a new seller lead is detected in myHomeIQ, this workflow assists by instantly adding that lead into Wise Agent CRM. Simplify and streamline your lead management process, ensuring no potential sellers fall through the cracks. With this automated process, you can allocate your time and effort on nurturing your leads, instead of manually transferring data between the two platforms. A seamless way to enhance your efficiency in managing seller leads.

When a new seller lead is detected in myHomeIQ, this workflow assists by instantly adding that lead into Wise Agent CRM. Simplify and streamline your lead management process, ensuring no potential sellers fall through the cracks. With this automated process, you can allocate your time and effort on nurturing your leads, instead of manually transferring data between the two platforms. A seamless way to enhance your efficiency in managing seller leads.

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

    Triggers when a new seller lead is generated.

    TriggerInstant
  2. automatically do this!
    Wise Agent CRMWise Agent CRM
    Add Lead

    Adds a new lead.

    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
  • myHomeIQ triggers, actions, and search

    New Seller Lead

    Triggers when a new seller lead is generated.

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Email Address

    • Home Phone

    • Cell Phone

    • Business Phone

    • Fax Number

    • Company

    • Address

    • Suite Number

    • City

    • State

    • Zip Code

    • Source

    • Website

    • Categories

    • Note

    Action
    Write
myhomeiq logo

About myHomeIQ

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

Related categories

  • Marketing
wise-agent-crm logo

About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
Learn moreHelp

Related categories

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