Update Lofty leads when new seller leads are added in myHomeIQ
Keep your seller leads consistently updated across platforms with this workflow. As soon as a new seller lead emerges in myHomeIQ, this pathway ensures the corresponding information is instantly updated in Lofty. The result? A streamlined process that not only maintains uniformity across both apps, but also enhances your sales pipeline management, making your operations in myHomeIQ and Lofty more efficient.
Keep your seller leads consistently updated across platforms with this workflow. As soon as a new seller lead emerges in myHomeIQ, this pathway ensures the corresponding information is instantly updated in Lofty. The result? A streamlined process that not only maintains uniformity across both apps, but also enhances your sales pipeline management, making your operations in myHomeIQ and Lofty more efficient.
- When this happens...New Seller Lead
Triggers when a new seller lead is generated.
- automatically do this!Update Lead
Updates an existing 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
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It