BrokerEngine + MyCRM Sync
Create new BrokerEngine cards from new MyCRM Sync contacts
When a new contact is added to your MyCRM Sync, this automation creates a new card in BrokerEngine promptly. Save time and enhance your workflow with this automatic liaison between MyCRM Sync and BrokerEngine. No more juggling between apps or manual data entry, leaving you more time to focus on building customer relationships.
When a new contact is added to your MyCRM Sync, this automation creates a new card in BrokerEngine promptly. Save time and enhance your workflow with this automatic liaison between MyCRM Sync and BrokerEngine. No more juggling between apps or manual data entry, leaving you more time to focus on building customer relationships.
- When this happens...Contact Created
Triggers when a new contact is created.
- automatically do this!New Card
Triggers when a new lead is created.
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Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Try ItContact Deleted
Triggers when a new contact is deleted.
Try ItDeal Status Changed
Triggers when a deal changes status.
Try ItDate Field
Try It
Contact Created
Triggers when a new contact is created.
Try ItContact Updated
Triggers when a new contact is updated.
Try ItTitle
First NameRequired
Preferred Name
Last NameRequired
EmailRequired
MobileRequired
Date of Birth
Gender
Marketing Consent
Street Address
Suburb
State
Postcode
Address Type
Note Title
Note Details
UTM Source (Marketing)
UTM Medium (Marketing)
UTM Campaign (Marketing)
UTM Term (Marketing)
UTM Content (Marketing)
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try It
