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Integrate LionDesk with Mortgage iQ to automate your work

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Mortgage iQMortgage iQ
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate LionDesk with Mortgage iQ - no code necessary. See how you can get setup in minutes.

Select a trigger from LionDesk

A trigger is an event that starts your Zap and runs the workflow. For example, with LionDesk, a trigger could be "New Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from Mortgage iQ

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected LionDesk to Mortgage iQ

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your LionDesk to Mortgage iQ integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect LionDesk and Mortgage iQ to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Connect LionDesk and Mortgage iQ to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • LionDesk triggers, actions, and search
    New Contact

    Triggers when a new contact is added to your LionDesk account.

    Trigger
    Scheduled
    Try It
    • Contact's LionDesk id
      Required
    • Remove existing tags?
    • Tags
    • Tag options
    Action
    Write
    • LionDesk id
      Required
    • Campaign
    Action
    Write
    • Email
    • Phone number
    • LionDesk id
      Required
    Action
    Search
    • LionDesk id
      Required
    • Comment description
      Required
    Action
    Write
    • First Name
      Required
    • 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
    • Contact's LionDesk id
      Required
    • Hotness
      Required
    Action
    Write
  • Mortgage iQ triggers, actions, and search
    New Lead/Loan

    Triggers when a new lead/loan is added to MiQ.

    Trigger
    Scheduled
    Try It

Learn how to automate LionDesk on the Zapier blog

Learn how to automate Mortgage iQ on the Zapier blog

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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
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  • CRM (Customer Relationship Management)
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    mortgage-iq logo
    mortgage-iq logo
    About Mortgage iQ
    Mortgage iQ is a system for providing Mortgage CRM, Lead Management and Marketing for Retail, Wholesale, Correspondent and Consumer Direct Lenders.
    Related categories
    • CRM (Customer Relationship Management)
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