Create new Birdeye customers when stages change in BrokerEngine
Streamline your customer outreach process with this efficient workflow. As soon as a stage change occurs in BrokerEngine, a new customer profile is promptly created in Birdeye. This setup saves you valuable time and ensures swift communication, enabling you to focus on building strong customer relationships.
Streamline your customer outreach process with this efficient workflow. As soon as a stage change occurs in BrokerEngine, a new customer profile is promptly created in Birdeye. This setup saves you valuable time and ensures swift communication, enabling you to focus on building strong customer relationships.
- When this happens...Stage Changed
Triggers when an application's stage has changed.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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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