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BrokerEngine
BrokerEngine
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
BrokerEngine
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Card Date Changed" from BrokerEngine.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects BrokerEngine and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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.
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create CRM Object
Creates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Object Type
Required
Processing Type
Required
Folder ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Deal
Creates a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Workflow Name
Required
Contact's Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Line_item ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Ticket ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Blog URL
Required
Blog Author
Required
Publish This Post?
Required
Blog Post URL
Required
Blog Post Title
Required
Blog Post Content
Required
Meta Description
Required
Featured image URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Product
Creates a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Associations
Removes associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Form
Required
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Company
Update a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Deal
Update a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update CRM Object
Updates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Ticket
Update a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Contact Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find CRM Object
Finds CRM objects by searching with filters
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner email
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner Id
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Name
Required
Note
Company
Contact
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use BrokerEngine and HubSpot with AI agents and code
Beyond Zap workflows. Call BrokerEngine and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
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Connect via Zapier MCP
Expose BrokerEngine and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
New Card
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use BrokerEngine and HubSpot
Sync new leads with HubSpot.
When a new lead is created in BrokerEngine, Zapier automatically adds them as a contact in HubSpot. This ensures that all lead information is centralized, improving pipeline visibility and reducing manual data entry.
Whenever a card date field changes in BrokerEngine, trigger an action to update or log the change in HubSpot for improved tracking. Zapier ensures smoother synchronization of data between systems and reduces potential delays or inaccuracies.
Level up your BrokerEngine to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about BrokerEngine + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BrokerEngine and HubSpot
How do I trigger an action in HubSpot based on changes in BrokerEngine?
You can set up a trigger in your integration that activates whenever there is a status change in BrokerEngine. This trigger can then prompt an action in HubSpot, such as updating a deal or sending an automated follow-up email to the contact involved.
Can we sync contact information from BrokerEngine to HubSpot?
Yes, you can create a process where new and updated contact information in BrokerEngine automatically syncs with your HubSpot CRM. This ensures that all team members have access to the most current client details across both platforms.
What actions can be automated within HubSpot using triggers from BrokerEngine?
You can automate a variety of actions, such as creating tasks for your sales team, updating lead statuses, or initiating email marketing campaigns. These actions are triggered through changes or specific events logged within BrokerEngine.
How do I ensure that data mapping between BrokerEngine and HubSpot is accurate?
To maintain accurate data mapping between the two systems, review and test field mappings thoroughly during setup. This may involve matching fields like 'Client Name' or 'Deal Stage' precisely between BrokerEngine and HubSpot.
Is it possible to update deal stages in HubSpot based on activities in BrokerEngine?
Absolutely. The integration allows changes in loan application statuses within BrokerEngine to automatically update corresponding deal stages within HubSpot, keeping your sales pipeline well-aligned with real-time lending processes.
Are there any limitations on the types of information that can be transferred between the platforms?
While most standard fields can be transferred seamlessly, custom fields may require additional configuration to ensure compatibility. Reviewing both systems' documentation will help determine field transfer viability.
How often does the synchronization occur between BrokerEngine and HubSpot?
The frequency of synchronization depends on how you configure your integration settings. Typically, changes are picked up almost instantly but reviewing your specific setup will provide exact timings for each action type.
About BrokerEngine
BrokerEngine is a mortgage broker software that boosts revenue and saves time with automation and workflows for high-value activities.
