myHomeIQ + Shape
Create records in Shape for new myHomeIQ seller leads
Efficiently manage your real estate leads by connecting myHomeIQ and Shape. With this workflow, whenever a new seller lead is added in myHomeIQ, a record will be created in Shape, ensuring all your lead information is organized and easily accessible. This automation helps save time and streamlines the process of tracking and storing important lead data.
Efficiently manage your real estate leads by connecting myHomeIQ and Shape. With this workflow, whenever a new seller lead is added in myHomeIQ, a record will be created in Shape, ensuring all your lead information is organized and easily accessible. This automation helps save time and streamlines the process of tracking and storing important lead data.
- When this happens...New Seller Lead
Triggers when a new seller lead is generated.
- automatically do this!Create Record
Create a new record within the CRM
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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
Record IDRequired
First Name
Last Name
Phone Number
Email Address
Record IDRequired
New Seller Lead
Triggers when a new seller lead is generated.
Try ItFirst NameRequired
Last NameRequired
Phone NumberRequired
EmailRequired
Record IDRequired
Status NameRequired
