When this happens...
New Contact

Automatically do this!
Enable Integrations or automations with these events of ManyContacts and Dev LoanOfficerAI
Triggers when new contact is added.
Send a WhatSapp message to a Number.
add contact tags.
Add an internal note(yellow card) in a conservation.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ManyContacts and Dev LoanOfficerAI accounts to viaSocket. Once connected, you can set up a workflow where an event in ManyContacts triggers actions in Dev LoanOfficerAI (or vice versa).
Absolutely. You can customize how ManyContacts data is recorded in Dev LoanOfficerAI. This includes choosing which data fields go into which fields of Dev LoanOfficerAI, setting up custom formats, and filtering out unwanted information.
The data sync between ManyContacts and Dev LoanOfficerAI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ManyContacts and Dev LoanOfficerAI. 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.
ManyContacts is a powerful tool designed to help businesses capture and manage leads directly from their website. It provides a customizable contact form that can be easily integrated into any site, allowing businesses to collect valuable customer information and enhance their marketing efforts.
Learn MoreLoan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.
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