BrokerEngine + MyCRM Sync
Update MyCRM Sync leads when BrokerEngine contacts are updated
Let your team focus more on closing deals and less on data entry with this seamless BrokerEngine to MyCRM workflow. Each time a contact is updated in BrokerEngine, a new lead is generated in MyCRM in real time. No more manual inputs or tracking changes, this process enhances your efficiency, ensuring your CRM always has the most updated contact information.
Let your team focus more on closing deals and less on data entry with this seamless BrokerEngine to MyCRM workflow. Each time a contact is updated in BrokerEngine, a new lead is generated in MyCRM in real time. No more manual inputs or tracking changes, this process enhances your efficiency, ensuring your CRM always has the most updated contact information.
- When this happens...Contact Updated
Triggers when a contact is updated.
- automatically do this!Create a Lead
Creates a basic lead
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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
