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Integrating Zapier with Mortgage iQ CRM

Steven James

 

Zapier is a convenient platform that lets you automate tasks between a multitude of web apps, saving you time in your day to day workflow. And now, integrating Zapier with Mortgage iQ CRM is as easy as just a few clicks!

 

In this example, we wanted Mortgage iQ to pass Borrower leads and loans linked with a Realtor over to that individuals’ LionDesk CRM application automatically. As seen in this short video, all that's required to set this up is simply to create an account in Zapier and setup our MiQ credentials to point to our LionDesk credentials and we're ready to go!

 

Reach out to find out the latest templates available and configuration possibilities for your Zaps with Mortgage iQ.

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