Brevo + BrokerEngine

Update or add new BrokerEngine contacts to Brevo automatically when they are created

Easily manage your contacts across BrokerEngine and Brevo with this streamlined automation workflow. Every time a new contact is created in BrokerEngine, this workflow swiftly updates or adds that contact in Brevo. It not only saves time but also ensures consistency and accuracy in your contact management process, allowing you to keep track of your contacts effortlessly.

Easily manage your contacts across BrokerEngine and Brevo with this streamlined automation workflow. Every time a new contact is created in BrokerEngine, this workflow swiftly updates or adds that contact in Brevo. It not only saves time but also ensures consistency and accuracy in your contact management process, allowing you to keep track of your contacts effortlessly.

  1. When this happens...
    BrokerEngineBrokerEngine
    New Contact Created

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    BrevoBrevo
    (Deprecated) Add or Update Contact

    This action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.

    ActionWrite
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Supported triggers and actions

  • BrokerEngine triggers, actions, and search

    Financevault Document Request Done

    Triggers when client clicks "Done" in a FinanceVault document request.

    Trigger
    Instant
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  • BrokerEngine triggers, actions, and search

    New Contact Created

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • BrokerEngine triggers, actions, and search

    New 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.

    Trigger
    Instant
    Try It
    • Subscribed Tags

    Trigger
    Instant
    Try It
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About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
Learn more

Related categories

  • Email Newsletters
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brokerengine logo

About BrokerEngine

BrokerEngine is a mortgage broker software that boosts revenue and saves time with automation and workflows for high-value activities.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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