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BrokerEngine + Klaviyo

Create new BrokerEngine cards from new Klaviyo events

Effortlessly manage your events and tasks with this Klaviyo-BrokerEngine automation. When a new event is added in Klaviyo, it creates a new card in BrokerEngine, ensuring that you never miss out on important updates or responsibilities. Stay organized, save time, and improve productivity with this streamlined workflow.

Effortlessly manage your events and tasks with this Klaviyo-BrokerEngine automation. When a new event is added in Klaviyo, it creates a new card in BrokerEngine, ensuring that you never miss out on important updates or responsibilities. Stay organized, save time, and improve productivity with this streamlined workflow.

  1. When this happens...
    KlaviyoKlaviyo
    New Event

    Triggers on a new event. Optional filtering by metric.

    TriggerScheduled
  2. automatically do this!
    BrokerEngineBrokerEngine
    New Card

    Triggers when a new lead is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Metric

    Trigger
    Scheduled
    Try It
    • Channel

    Trigger
    Scheduled
    Try It
    • Email

    • First Name

    • Last Name

    • Phone Number

    • Title

    • Organization

    • City

    • Region

    • Country

    • Zip

    • Image URL

    • Unique Id

    • Custom Properties

    • Consent to subscribe to Channel

    Action
    Write
    • ListRequired

    • Profile IDRequired

    Action
    Write
    • Audience Type

    Trigger
    Scheduled
    Try It
    • Profile IDRequired

    • ListRequired

    Action
    Write
    • MetricRequired

    • Email AddressRequired

    • Event Id

    • Value

    • Time

    • Custom Event Properties

    Action
    Write
    • Campaign IDRequired

    Action
    Write
brokerengine logo
brokerengine logo

About BrokerEngine

BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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klaviyo logo
klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

Related categories

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