TotalBrokerage Integrations

CRM (Customer Relationship Management)

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Email, Zapier

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Google, Spreadsheets

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Email, Zapier

Facebook Lead Ads

Ads & Conversion

Google Sheets

Google, Spreadsheets

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Documents, Zapier

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Phone & SMS, Zapier

Constant Contact

Email Newsletters

Typeform

Forms & Surveys

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Quickly automate TotalBrokerage integrations with Zapier's templates

Send welcome emails to new TotalBrokerage accounts
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TotalBrokerage + Email by Zapier
Share updates from TotalBrokerage as funnel events to Facebook Conversions
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TotalBrokerage + Facebook Conversions
Create contacts in TotalBrokerage from new Likely.ai's likely seller predictions
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Likely.AI + TotalBrokerage
Send funnel events to Facebook Conversions from TotalBrokerage
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Facebook Conversions
Create Constant Contact contacts from new TotalBrokerage contact creations
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TotalBrokerage + Constant Contact
Add new Mailchimp subscribers to TotalBrokerage as contacts
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Mailchimp + TotalBrokerage

Send welcome emails to new TotalBrokerage accounts

TotalBrokerage + Email by Zapier

Share updates from TotalBrokerage as funnel events to Facebook Conversions

TotalBrokerage + Facebook Conversions

Create contacts in TotalBrokerage from new Likely.ai's likely seller predictions

Likely.AI + TotalBrokerage

Send funnel events to Facebook Conversions from TotalBrokerage

Facebook Conversions

Create Constant Contact contacts from new TotalBrokerage contact creations

TotalBrokerage + Constant Contact

Add new Mailchimp subscribers to TotalBrokerage as contacts

Mailchimp + TotalBrokerage

Supported triggers and actions

What does this mean?

Account Created
Triggers when a new account is created in your brokerage.
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Account Updated
Triggers when an account in your brokerage is updated.
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Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
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Contact Created
Triggers when a new contact is created for your brokerage.
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Contacts Imported
Triggers when contacts are mass imported into the CRM.
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Activity Added to Transaction
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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.
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Transaction Date Added
Triggers when a new date is added to a transaction.
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Transaction Date Removed
Triggers when a date is removed from a transaction.
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Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
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Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
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Email Received for Transaction
Triggers when an email is received for a transaction.
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Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
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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.
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Transaction Property Updated
Triggers when the property information for a transaction is updated.
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Transaction Status Updated
Triggers when the status of a transaction is updated.
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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

Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
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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.
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Activity Added to Contact
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Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
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Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
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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.
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Transaction Created
Triggers when a new transaction is created.
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Transaction Date Updated
Triggers when an existing date on a transaction is updated.
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Documents Shared for Transaction
Triggers when documents are shared for a transaction.
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Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
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Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
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Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
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Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
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Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
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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.
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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

About TotalBrokerage

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Popular TotalBrokerage Integrations