involve.me + TotalBrokerage
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...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Contact
Create a contact in your TotalBrokerage CRM.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItOrganizationRequired
EmailRequired
TagRequired
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 It
OrganizationRequired
EmailRequired
OrganizationRequired
EmailRequired
TagRequired
Account 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 It
