BrokerEngine + Google Sheets
Add new BrokerEngine contacts to a Google Sheets spreadsheet as rows
Easily organize and track new contacts from BrokerEngine by integrating with Google Sheets. With this workflow, every time you create a new contact in BrokerEngine, a new row will be added to your chosen Google Sheets spreadsheet. Save time on manual data entry and keep your contact information up-to-date in one central location for seamless communication and management.
Easily organize and track new contacts from BrokerEngine by integrating with Google Sheets. With this workflow, every time you create a new contact in BrokerEngine, a new row will be added to your chosen Google Sheets spreadsheet. Save time on manual data entry and keep your contact information up-to-date in one central location for seamless communication and management.
- When this happens...New Contact Created
Triggers when a new contact is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
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