BrokerEngine + Microsoft Office 365
Add new BrokerEngine contacts to Microsoft Office 365
After you add a new contact to BrokerEngine, you'll also want to email them or call them from your phone. This Zap will do the leg work for you, automatically adding their details to your Microsoft Office 365 contacts. The next time you look at your email or your phone, that contact will be ready to go!
After you add a new contact to BrokerEngine, you'll also want to email them or call them from your phone. This Zap will do the leg work for you, automatically adding their details to your Microsoft Office 365 contacts. The next time you look at your email or your phone, that contact will be ready to go!
- When this happens...New Contact Created
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new contact.
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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.
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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
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