iHomefinder + TotalBrokerage
Create new TotalBrokerage contacts from new iHomefinder leads
Streamline your lead management process with this efficient workflow. Whenever a new lead is identified in iHomefinder, it creates a contact in TotalBrokerage immediately, saving you the time of manually transferring data. This automation ensures a swift, seamless transfer, allowing you to keep your focus on building relationships and closing deals.
Streamline your lead management process with this efficient workflow. Whenever a new lead is identified in iHomefinder, it creates a contact in TotalBrokerage immediately, saving you the time of manually transferring data. This automation ensures a swift, seamless transfer, allowing you to keep your focus on building relationships and closing deals.
- When this happens...New Lead
Triggers when a new lead is created from a contact form submission.
- automatically do this!Create Contact
Create a contact in your TotalBrokerage CRM.
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New Lead
Triggers when a new lead is created from a contact form submission.
Try ItAccount Created
Triggers when a new account is created in your brokerage.
Try ItAccount Updated
Triggers when an account in your brokerage is updated.
Try ItContact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try It
Lead First Name
Lead Last Name
Lead EmailRequired
Lead Phone Number
Lead Source
Comments
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItContact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Try ItActivity Added to Contact
Try It
