Log sent campaigns on CRM deal records

When a campaign is sent in myHomeIQ, automatically log an activity on the corresponding deal in Loanzify for sales tracking.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

myHomeIQ Explore myHomeIQ →

Triggers

New lead captured

Fires when myHomeIQ captures a new lead or sign-up.

Engagement recorded

Fires when someone views, clicks or completes something in myHomeIQ.

Content published

Fires when a post, page or asset is published from myHomeIQ.

Actions

Create or update a contact

Creates or updates a contact or lead in myHomeIQ.

Add to a campaign or audience

Adds a contact to a campaign, audience or segment in myHomeIQ.

Loanzify Explore Loanzify →

Triggers

New contact or lead

Fires when a new contact or lead is added to Loanzify.

Contact updated

Fires when a field on a contact changes in Loanzify.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Loanzify.

Deal won

Fires when a deal is marked won in Loanzify.

Actions

Create or update contact

Creates or updates a contact in Loanzify.

Create deal

Creates a new deal in Loanzify.

Update record stage

Moves a deal or record to a new stage in Loanzify.

Log activity

Logs a call, email, or note against a record in Loanzify.

Enroll new CRM leads into marketing segments When a lead is created in Loanzify, automatically add them to a welcome segment in myHomeIQ to start outreach. See details

Subscribe contacts after winning deals When a deal is won in Loanzify, automatically add the customer as a subscriber in myHomeIQ to send welcoming newsletters. See details

See all myHomeIQ + Loanzify integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log sent campaigns on CRM deal records” between myHomeIQ and Loanzify?

Yes — describe it in the box above and Knit's Integrations Agent researches myHomeIQ and Loanzify's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating myHomeIQ with Loanzify help sales representatives?

Marketing emails sent from myHomeIQ can automatically log activities on CRM contacts or deals in Loanzify, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in Loanzify can immediately add the contact as a subscriber in myHomeIQ.