BrokerEngine + Google Sheets
Update Google Sheets rows each time BrokerEngine contacts are updated
Maintain up-to-date and accurate client data effortlessly with this workflow. When a contact is amended in BrokerEngine, this data change is reflected immediately in your selected Google Sheets spreadsheet. This eliminates the manual effort of updating records across platforms, ensuring your client information is consistently accurate and saving you valuable time.
Maintain up-to-date and accurate client data effortlessly with this workflow. When a contact is amended in BrokerEngine, this data change is reflected immediately in your selected Google Sheets spreadsheet. This eliminates the manual effort of updating records across platforms, ensuring your client information is consistently accurate and saving you valuable time.
- When this happens...Contact Updated
Triggers when a contact is updated.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- 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
