myHomeIQ integration with Follow Up Boss
How to Apply an action plan to new seller leads in Follow Up Boss from myHomeIQ 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 "Apply an action plan to new seller leads in Follow Up Boss from myHomeIQ 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 myHomeIQ integrations
myHomeIQ actions
Nekton can use any feature that is available in myHomeIQ API.
Using our advanced AI, you can easily create custom automations for myHomeIQ.
Here are some typical actions you can do in your automated workflows.
Create a myHomeIQ Report
Create and activate a homeIQ report
New Buyer Lead
Triggers when a new buyer lead is generated.
New Seller Lead
Triggers when a new seller lead is generated.
About myHomeIQ
myHomeIQ connects homeowners with real estate, mortgage, and home service professionals