Create new touchSMS contacts for new BrokerEngine leads
Bridge the gap between your BrokerEngine and touchSMS applications with this simple workflow. When a new lead comes into BrokerEngine, this integration creates a contact in touchSMS immediately. Enhance your customer management process and save time by allowing this automation to handle the mundane task for you. Stay organized and focused on growing your business.
Bridge the gap between your BrokerEngine and touchSMS applications with this simple workflow. When a new lead comes into BrokerEngine, this integration creates a contact in touchSMS immediately. Enhance your customer management process and save time by allowing this automation to handle the mundane task for you. Stay organized and focused on growing your business.
- When this happens...New Lead Created
Triggers when a new lead is created.
- automatically do this!Create Contact
Automatically creates a new contact in touchSMS platform.
- Free forever for core features
- 14 day trial for premium features & apps
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