ActiveCampaign + BrokerEngine
Tag contacts in BrokerEngine and create or update contacts in ActiveCampaign
When a contact is tagged within BrokerEngine, this workflow ensures their details are instantly updated or added in ActiveCampaign. Streamline your contact management process, maintain organization, and enhance your communication strategy with this efficient automation. Now, every tagged contact in BrokerEngine is reflected in your ActiveCampaign profiles, ensuring consistent information across both platforms.
When a contact is tagged within BrokerEngine, this workflow ensures their details are instantly updated or added in ActiveCampaign. Streamline your contact management process, maintain organization, and enhance your communication strategy with this efficient automation. Now, every tagged contact in BrokerEngine is reflected in your ActiveCampaign profiles, ensuring consistent information across both platforms.
- When this happens...Contact Tagged
Triggers when a contact is tagged.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Try ItSubscribed Tags
Try It
