TotalBrokerage Integrations

Name: Zapier
Availability: InStock

Put TotalBrokerage to work with AI and enterprise-grade automation

Automate smarter with TotalBrokerage and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Constant Contact

Email Newsletters

Fello

Marketing Automation

Slack

Team Chat

Gmail

Email, Google

Mailchimp

Marketing Automation

Typeform

Forms & Surveys

Google Contacts

Contact Management, Google

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Constant Contact

Email Newsletters

Fello

Marketing Automation

Slack

Team Chat

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

Google Sheets

Google, Spreadsheets

Constant Contact

Email Newsletters

Fello

Marketing Automation

Slack

Team Chat

Gmail

Email, Google

Mailchimp

Marketing Automation

Typeform

Forms & Surveys

Google Contacts

Contact Management, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

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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TotalBrokerage + 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
Details
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Mailchimp + TotalBrokerage

Send welcome emails to new TotalBrokerage accounts

Details

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TotalBrokerage + Email by Zapier

Share updates from TotalBrokerage as funnel events to Facebook Conversions

Details

Try it

TotalBrokerage + Facebook Conversions

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

Details

Try it

Likely.AI + TotalBrokerage

Send funnel events to Facebook Conversions from TotalBrokerage

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TotalBrokerage + 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

Create TotalBrokerage contacts from new Cognito Forms entries

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Cognito Forms + TotalBrokerage

Create new TotalBrokerage contacts from Squarespace Forms form submissions

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Squarespace Forms + TotalBrokerage

Create contacts in TotalBrokerage from new Gravity Forms submissions

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Gravity Forms + TotalBrokerage

Create TotalBrokerage contacts from new Interact leads

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Interact + TotalBrokerage

Create new TotalBrokerage contacts from Instapage form submissions

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Instapage + TotalBrokerage

Create TotalBrokerage contacts from new involve.me completed submissions

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involve.me + TotalBrokerage

Create TotalBrokerage contacts from new Cognito Forms entries
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Cognito Forms + TotalBrokerage
Create new TotalBrokerage contacts from Squarespace Forms form submissions
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Squarespace Forms + TotalBrokerage
Create contacts in TotalBrokerage from new Gravity Forms submissions
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Gravity Forms + TotalBrokerage
Create TotalBrokerage contacts from new Interact leads
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Interact + TotalBrokerage
Create new TotalBrokerage contacts from Instapage form submissions
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Instapage + TotalBrokerage
Create TotalBrokerage contacts from new involve.me completed submissions
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involve.me + TotalBrokerage

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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.
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Instant
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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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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.
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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.
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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.
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Instant
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Email Received for Transaction
Triggers when an email is received for a transaction.
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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.
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Instant
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Transaction Status Updated
Triggers when the status of a transaction is updated.
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- Transaction ID
  Required
- Activity Type
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Contact Capture Email Address
- Offices
  Required
Action
Write
- Contact ID
  Required
- Tags
  Required
Action
Write
- Account ID
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Offices
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
  Required
- Office
  Required
- 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 ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search

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 ID
  Required
- Activity Type
  Required
- Note
Action
Write
- Contact ID
  Required
- Tags
  Required
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 ID
  Required
- Tags
Action
Write
- Account ID
  Required
- Enabled
  Required
Action
Write
- Contact ID
  Required
- 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 ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Vendor ID
  Required
Action
Search

TotalBrokerage Help & Support

Common questions

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About TotalBrokerage

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

TotalBrokerage Integrations

Put TotalBrokerage to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send welcome emails to new TotalBrokerage accounts

Share updates from TotalBrokerage as funnel events to Facebook Conversions

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

Send funnel events to Facebook Conversions from TotalBrokerage

Create Constant Contact contacts from new TotalBrokerage contact creations

Add new Mailchimp subscribers to TotalBrokerage as contacts

Send welcome emails to new TotalBrokerage accounts

Share updates from TotalBrokerage as funnel events to Facebook Conversions

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

Send funnel events to Facebook Conversions from TotalBrokerage

Create Constant Contact contacts from new TotalBrokerage contact creations

Add new Mailchimp subscribers to TotalBrokerage as contacts

Create TotalBrokerage contacts from new Cognito Forms entries

Create new TotalBrokerage contacts from Squarespace Forms form submissions

Create contacts in TotalBrokerage from new Gravity Forms submissions

Create TotalBrokerage contacts from new Interact leads

Create new TotalBrokerage contacts from Instapage form submissions

Create TotalBrokerage contacts from new involve.me completed submissions

Create TotalBrokerage contacts from new Cognito Forms entries

Create new TotalBrokerage contacts from Squarespace Forms form submissions

Create contacts in TotalBrokerage from new Gravity Forms submissions

Create TotalBrokerage contacts from new Interact leads

Create new TotalBrokerage contacts from Instapage form submissions

Create TotalBrokerage contacts from new involve.me completed submissions

Supported triggers and actions