BrokerEngine + Zoho Campaigns

BrokerEngine + Zoho Campaigns integrations

Add new BrokerEngine contacts to Zoho Campaigns for consistent contact updates

Keep your Zoho Campaigns contact list updated with this workflow. Whenever you create a new contact in BrokerEngine, it promptly adds or updates the same contact in your Zoho Campaigns. This ensures your contact list in Zoho Campaigns mirrors your BrokerEngine, saving you time in importing contacts manually.

When this happens...
New Contact CreatedTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds a new contact or updates an existing contact in Zoho Campaigns. Contact will not get any confirmation email to join a mailing list.
ActionWrite

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More things you can do with BrokerEngine and Zoho Campaigns

Discover other triggers and actions you can use with BrokerEngine and Zoho Campaigns

- 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

- Select Mailing List
  Required
Trigger
Instant
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- Select Mailing List
  Required
Trigger
Instant
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- Select a Campaign to Clone
  Required
- New Campaign Name
  Required
Action
Write
- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Campaign
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Email Address
  Required
Action
Search
- Contact Email Address
  Required
- Select Mailing List
  Required
- Associate contacts with topics
- Lawful basis
Action
Search or write

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
- Action
- Select Mailing List
  Required
Trigger
Instant
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- Tag Name
  Required
- Contact Email
  Required
Action
Write
- Topic
- Campaign Name
  Required
- Subject
  Required
- Sender Address
  Required
- Select Mailing List
- Sender Name
Action
Write
- Select Mailing List
  Required
- Contact Email Address
  Required
- Associate contacts with topics
- Lawful basis
Action
Write
- Select Mailing List
  Required
- Contact Email Address
  Required
- Move to Do-Not-Mail
Action
Write
- Campaign Name
  Required
Action
Search
- Campaign Name
  Required
- Topic
- Subject
  Required
- Sender Address
  Required
- Select Mailing List
- Sender Name
Action
Search or 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 Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Zoho

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Update Zoho Campaigns contacts when stage changes in BrokerEngine

Update Zoho Campaigns contacts when BrokerEngine contacts are updated