LionDesk + Revaluate

Add Likely Movers in Revaluate as contacts in LionDesk

When Revaluate identifies a likely mover (score over 80) they will be created as a new contact in LionDesk. The Revaluate Score will be set in the Contact Hotness field which will allow users to market specifically to likely movers.

When Revaluate identifies a likely mover (score over 80) they will be created as a new contact in LionDesk. The Revaluate Score will be set in the Contact Hotness field which will allow users to market specifically to likely movers.

  1. When this happens...
    RevaluateRevaluate
    Contact Ascend 80

    Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.

    TriggerInstant
  2. automatically do this!
    LionDeskLionDesk
    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.

    ActionWrite
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Supported triggers and actions

  • Revaluate triggers, actions, and search

    Contact Descend 80

    Triggers when a contact whose score was above 80, drops below 80.

    Trigger
    Instant
    Try It
    • Contact NameRequired

    • Contact EmailRequired

    • Contact Address

    • Contact External ID

    • Contact Phone Number

    Action
    Write
    • LionDesk idRequired

    • Comment descriptionRequired

    Action
    Write
    • 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

    Action
    Write
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liondesk-crm logo

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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revaluate logo
revaluate logo

About Revaluate

Revaluate is an artificial intelligence platform for the real estate and mortgage industries that helps agents and loan officers know when they contacts are likely to move.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier