BrokerEngine + Snapchat Lead Generation

BrokerEngine + Snapchat Lead Generation integrations

Create new BrokerEngine cards for every new lead in Snapchat Lead Ads

This streamline workflow helps you manage your interactions with potential clients efficiently. Whenever a new lead comes in via Snapchat Lead Ads, it instantly creates a new card on BrokerEngine. This ensures that no potential client is overlooked and that all relevant information is promptly brought to your attention, enhancing your efficiency and productivity.

When this happens...
New LeadTriggers when a new lead is received.
TriggerInstant
automatically do this!
New CardTriggers when a new lead is created.
ActionWrite

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More things you can do with Snapchat Lead Generation and BrokerEngine

Discover other triggers and actions you can use with Snapchat Lead Generation and BrokerEngine

- Dummy_data_callout
- Organization
  Required
- Ad Account
  Required
- Form
  Required
- Form_id_callout
Trigger
Instant
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Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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New 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.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- From Stage
- To Stage
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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- Referrer Email
Action
Search

- Date Field
Trigger
Instant
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New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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New Task Created
Triggers when a new task is created for a loan or a contact.
Trigger
Instant
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- Subscribed Tags
Trigger
Instant
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- Card Name
  Required
- Broker
  Required
- Board
  Required
- Stage
  Required
- Assigned Team
- Brand
  Required
- Loan Purpose
- Lender
  Required
- Base Loan Amount
- Card Tags
- Note
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
  Required
- Last Name
  Required
- Preferred Name
- Email
  Required
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same as Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Primary Applicant's Tags
- Primary Applicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- First Name
- Last Name
- Preferred Name
- Email
- Birthday
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Fax Phone Number
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Same As Home Address
- Street Address 1
- Street Address 2
- City / Town / Suburb
- Postcode
- State / Region
- Country
- Coapplicant's Tags
- Coapplicant's Lead Source
- First Name
- Last Name
- Email
- Custom Text 1
- Custom Text 2
- Custom Text 3
- Custom Text 4
- Custom Text 5
- Team Roles (Role Name - Assignee Email)
Action
Write

About BrokerEngine

BrokerEngine is a mortgage broker software that boosts revenue and saves time with automation and workflows for high-value activities.

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CRM (Customer Relationship Management)

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About Snapchat Lead Generation

Snapchat Lead Generation is an ad solution that helps you reach potential customers and collect their contact info for follow-up.

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Related categories

Ads & Conversion