CanadaLeads Mortgage Leads integration with Agile CRM
How to Send newly purchased leads in CanadaLeads Mortgage Leads into Agile CRM as new contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send newly purchased leads in CanadaLeads Mortgage Leads into Agile CRM as new contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CanadaLeads Mortgage Leads integrations
CanadaLeads Mortgage Leads actions
Nekton can use any feature that is available in CanadaLeads Mortgage Leads API.
Using our advanced AI, you can easily create custom automations for CanadaLeads Mortgage Leads.
Here are some typical actions you can do in your automated workflows.
Newly Purchased Lead
Triggers when a new lead is purchased from your CanadaLeads.ca member account by a filter or manual purchase.
New Store Lead
Triggers when a new lead is posted to the lead store for purchase by anyone.
About CanadaLeads Mortgage Leads
CanadaLeads is a Canadian mortgage lead generation system for agents and brokers across Canada. Leads are real time and cover purchase, home equity, refinance, debt consolidation, and more.