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.
- When this happens...New Seller Lead
Triggers when a new seller lead is generated.
- automatically do this!Add Lead
Adds a new lead.
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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
New Seller Lead
Triggers when a new seller lead is generated.
Try ItFirst 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