ActiveCampaign + BrokerEngine
Create or update ActiveCampaign contacts each time a new contact is created in BrokerEngine
When a new client is added to the BrokerEngine system, this workflow ensures their details are instantly updated or added in ActiveCampaign. This automatic process not only saves you time but helps maintain optimal communication with your clients by keeping your ActiveCampaign contacts up-to-date with the latest information from BrokerEngine. Simplify your database management and improve your relationship with your clients by ensuring valuable contact information is always at your fingertips.
When a new client is added to the BrokerEngine system, this workflow ensures their details are instantly updated or added in ActiveCampaign. This automatic process not only saves you time but helps maintain optimal communication with your clients by keeping your ActiveCampaign contacts up-to-date with the latest information from BrokerEngine. Simplify your database management and improve your relationship with your clients by ensuring valuable contact information is always at your fingertips.
- When this happens...New Contact Created
Triggers when a new contact is created.
- 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
