LionDesk + myHomeIQ
Create LionDesk contacts from new myHomeIQ seller leads
Save time and stay organized by automatically adding new seller leads from myHomeIQ to LionDesk as contacts. With this workflow, every time a new lead is captured in myHomeIQ, their details will be seamlessly sent to LionDesk, creating a new contact record. This way, you can easily manage your leads and improve your follow-up process without manual data entry.
Save time and stay organized by automatically adding new seller leads from myHomeIQ to LionDesk as contacts. With this workflow, every time a new lead is captured in myHomeIQ, their details will be seamlessly sent to LionDesk, creating a new contact record. This way, you can easily manage your leads and improve your follow-up process without manual data entry.
- When this happens...New Seller Lead
Triggers when a new seller lead is generated.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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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
LionDesk idRequired
Comment descriptionRequired
First NameRequired
Last Name
Primary Email
Contact Hotness
Contact Source
Contact Tags
Mobile Phone
Home Phone
Office Phone
Company
Birthday
Type of address
Address 1
Address 2
City
State
Zip code
Comments
Campaign
Lead
Lead Source
Distribute Lead
