Luxury Presence + TotalBrokerage

Create new TotalBrokerage contacts from new or updated leads in Luxury Presence

Stay ahead in your real estate business with this handy workflow. When there's a new lead or significant lead activity in Luxury Presence, a corresponding contact is promptly created in the TotalBrokerage app. This method ensures you have all your potential client information in one place, facilitating better communication and faster deal closure. Navigate your leads efficiently, saving time and improving your overall productivity.

When this happens...
New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
TriggerInstant
automatically do this!
Create Contact
Create a contact in your TotalBrokerage CRM.
ActionWrite

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Supported triggers and actions

What does this mean?

New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Trigger
Instant
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Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Trigger
Instant
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Contact 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.
Trigger
Instant
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Activity Added to Contact
Trigger
Instant
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Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Trigger
Instant
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Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Trigger
Instant
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Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Trigger
Instant
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Transaction Created
Triggers when a new transaction is created.
Trigger
Instant
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Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Trigger
Instant
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Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Trigger
Instant
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Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Trigger
Instant
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Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Trigger
Instant
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Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Trigger
Instant
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Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Trigger
Instant
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Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Trigger
Instant
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Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Trigger
Instant
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- Contact IDRequired
- Activity TypeRequired
- Note
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Notes
- Email Address
- Type
- Phone Number
- Type
- Tags
- Owner
- Office
- Duplicate Check Option
- Send Notification
- Lead Route Name
Action
Write
- Contact IDRequired
- Tags
Action
Write
- Account IDRequired
- EnabledRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
- Office
- Lead Route ID
Action
Write
- Account IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Vendor IDRequired
Action
Search

Account Created
Triggers when a new account is created in your brokerage.
Trigger
Instant
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Account Updated
Triggers when an account in your brokerage is updated.
Trigger
Instant
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Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Trigger
Instant
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Contact Created
Triggers when a new contact is created for your brokerage.
Trigger
Instant
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Contacts Imported
Triggers when contacts are mass imported into the CRM.
Trigger
Instant
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Activity Added to Transaction
Trigger
Instant
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Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Trigger
Instant
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Transaction Date Added
Triggers when a new date is added to a transaction.
Trigger
Instant
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Transaction Date Removed
Triggers when a date is removed from a transaction.
Trigger
Instant
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Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Trigger
Instant
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Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Trigger
Instant
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Email Received for Transaction
Triggers when an email is received for a transaction.
Trigger
Instant
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Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Trigger
Instant
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Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Trigger
Instant
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Transaction Property Updated
Triggers when the property information for a transaction is updated.
Trigger
Instant
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Transaction Status Updated
Triggers when the status of a transaction is updated.
Trigger
Instant
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- Transaction IDRequired
- Activity TypeRequired
- Note
Action
Write
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone Number
- Contact Capture Email Address
- OfficesRequired
Action
Write
- Contact IDRequired
- TagsRequired
Action
Write
- Account IDRequired
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone Number
- OfficesRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- OwnerRequired
- OfficeRequired
- Lead Route
Action
Write
- First Name
- First Name Criteria
- Last Name
- Last Name Criteria
- Company
- Company Criteria
- Email
- Email Criteria
- Phone
- Phone Criteria
- Lead Type
- Lead Type Criteria
- Lead Status
- Lead Status Criteria
- Lead Source
- Lead Source Criteria
- Language
- Language Criteria
- Owner
- Office
- Tags
- Tags Criteria
- Include Trashed Contacts?
Action
Search
- Contact IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Transaction IDRequired
Action
Search

About Luxury Presence

Luxury Presence is a software company designed for real estate agents.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About TotalBrokerage

The only complete Real Estate Brokerage software solution from contact through closing.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Luxury Presence + TotalBrokerage

Create new TotalBrokerage contacts from new or updated leads in Luxury Presence

New Lead or Lead Activity

Account Enabled/Disabled

Contact Action Plan Activity

Activity Added to Contact

Contact General Information Updated

Contact Trashed/Untrashed

Transaction Commissions Locked

Transaction Created

Transaction Date Updated

Documents Shared for Transaction

Transaction Earnest Money Added

Transaction Earnest Money Removed

Transaction Financials Updated

Person Added to Transaction

Person Removed From Transaction

Signature Request Updates

Add Activity to Contact

Activity TypeRequired

Note

Add Tags to Contact

Contact IDRequired

TagsRequired

Create Contact

First Name

Last Name

Nickname

Company

Lead Type

Lead Status

Lead Source

Language

Notes

Email Address

Type

Phone Number

Type

Tags

Owner

Office

Duplicate Check Option

Send Notification

Lead Route Name

Set Tags on Contact

Contact IDRequired

Tags

Enable/Disable Account

Account IDRequired

EnabledRequired

Partial Update Contact

Contact IDRequired

First Name

Last Name

Nickname

Company

Lead Type

Lead Status

Lead Source

Language

Email Address

Type

Phone Number

Type

Tags

Notes

Owner

Office

Lead Route ID

Get Account

Account IDRequired

Get Contact Tags

Contact IDRequired

Get Transaction Commissions

Transaction IDRequired

Get Transaction Earnest Money

Transaction IDRequired