LionDesk + Mortgage iQ + Filter by Zapier
Add new Mortgage IQ leads/loans to LionDesk CRM as contacts
Use this automation to quickly and easily manage new leads. Once enabled, new Mortgage IQ leads/loans from an Open House Landing Page will automatically be added to LionDesk CRM as contact.
Use this automation to quickly and easily manage new leads. Once enabled, new Mortgage IQ leads/loans from an Open House Landing Page will automatically be added to LionDesk CRM as contact.
- When this happens...New Lead/Loan
Triggers when a new lead/loan is added to MiQ.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then 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 Lead/Loan
Triggers when a new lead/loan is added to MiQ.
Try ItNew Contact
Triggers when a new contact is added to your LionDesk account.
Try ItContact's LionDesk idRequired
Remove existing tags?
Tags
Tag options
LionDesk IdRequired
CampaignRequired
Only continue if...Required
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
Contact's LionDesk idRequired
HotnessRequired
