Create TotalBrokerage contacts from new involve.me completed submissions
Streamline your contact management process by connecting Involve.me and TotalBrokerage effortlessly. With this workflow, whenever a new submission is completed in Involve.me, the contact information will be instantly added to your TotalBrokerage database, ensuring it's always up-to-date and organized. Enhance your CRM efficiency and save valuable time by seamlessly linking Involve.me and TotalBrokerage together.
Streamline your contact management process by connecting Involve.me and TotalBrokerage effortlessly. With this workflow, whenever a new submission is completed in Involve.me, the contact information will be instantly added to your TotalBrokerage database, ensuring it's always up-to-date and organized. Enhance your CRM efficiency and save valuable time by seamlessly linking Involve.me and TotalBrokerage together.
- When this happens...
- automatically do this!Create Contact
Create a contact in your TotalBrokerage CRM.
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involve.me ProjectRequired
Try ItAccount Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItContact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Try ItActivity Added to Contact
Try It
Account Created
Triggers when a new account is created in your brokerage.
Try ItAccount Updated
Triggers when an account in your brokerage is updated.
Try ItContact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItContact Created
Triggers when a new contact is created for your brokerage.
Try It