Connect HeySummit and Mortgage IQ to Build Intelligent Automations

Choose a Trigger

HeySummit

When this happens...

Choose an Action

Mortgage IQ

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Enable Integrations or automations with these events of HeySummit and Mortgage IQ

Enable Integrations or automations with these events of HeySummit and Mortgage IQ

Triggers

New Attendee

New Attendee

Triggers when a new attendee registers for your HeySummit event.

New Talk Attendeee

New Talk Attendeee

Triggers when a new attendee registers for a Talk within your HeySummit Event.

Ticket Purchased

Ticket Purchased

runs when new attendee registers

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Frequently Asked Questions

How do I start an integration between HeySummit and Mortgage IQ?

To start, connect both your HeySummit and Mortgage IQ accounts to viaSocket. Once connected, you can set up a workflow where an event in HeySummit triggers actions in Mortgage IQ (or vice versa).

Can we customize how data from HeySummit is recorded in Mortgage IQ?

Absolutely. You can customize how HeySummit data is recorded in Mortgage IQ. This includes choosing which data fields go into which fields of Mortgage IQ, setting up custom formats, and filtering out unwanted information.

How often does the data sync between HeySummit and Mortgage IQ?

The data sync between HeySummit and Mortgage IQ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from HeySummit to Mortgage IQ?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between HeySummit and Mortgage IQ?

Yes, you can set conditional logic to control the flow of data between HeySummit and Mortgage IQ. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

HeySummit

About HeySummit

HeySummit is a platform to help you increase engagement, conversions and revenue for your online summits.

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Mortgage IQ

About Mortgage IQ

Mortgage iQ is a system for providing Mortgage CRM, Lead Management and Marketing for Retail, Wholesale, Correspondent and Consumer Direct Lenders.

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