BrokerEngine + Dialpad
Create and assign new BrokerEngine contacts in Dialpad
Get your brokerage business running smoothly with this innovative workflow. Anytime a new contact is created in BrokerEngine, this process will generate and optionally assign the same contact in your Dialpad app. This allows for seamless communication with your contacts and ensures no lead is missed, boosting efficiency within your real estate operations.
Get your brokerage business running smoothly with this innovative workflow. Anytime a new contact is created in BrokerEngine, this process will generate and optionally assign the same contact in your Dialpad app. This allows for seamless communication with your contacts and ensures no lead is missed, boosting efficiency within your real estate operations.
- When this happens...New Contact Created
Triggers when a new contact is created.
- automatically do this!
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
- Free forever for core features
- 14 day trial for premium features & apps
Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew 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.
Try ItSubscribed Tags
Try It
