Myloanofficer integration with Salesforce
How to Create Salesforce leads from new lead funnel submissions in MyLoanOfficer
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 "Create Salesforce leads from new lead funnel submissions in MyLoanOfficer" 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 Myloanofficer integrations
Myloanofficer actions
Nekton can use any feature that is available in Myloanofficer API.
Using our advanced AI, you can easily create custom automations for Myloanofficer.
Here are some typical actions you can do in your automated workflows.
New Contact Form Submission
Triggers when the Contact Form is submitted.
New Lead Funnel Submission
Triggers when someone fills out the lead funnel.
About Myloanofficer
MyLoanOfficer is a platform owned by Reverse Focus that creates websites for Reverse Mortgage Loan Officers.