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Quickly connect BrokerEngine to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate BrokerEngine with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Card Date Changed" from BrokerEngine.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects BrokerEngine and HubSpot, automating your workflow.
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.
- Date Field
Try ItTriggerInstant- New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItTriggerInstant - New Deal Created
Triggers when a new deal is created.
Try ItTriggerInstant - New Lead Created
Triggers when a new lead is created.
Try ItTriggerInstant
- Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItTriggerInstant - New Contact Created
Triggers when a new contact is created.
Try ItTriggerInstant - New 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 ItTriggerInstant - Subscribed Tags
Try ItTriggerInstant
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Practical ways you can use BrokerEngine and HubSpot
Sync new leads with HubSpot.
When a new lead is created in BrokerEngine, Zapier automatically adds them as a contact in HubSpot. This ensures that all lead information is centralized, improving pipeline visibility and reducing manual data entry.
Business Owner
Monitor card activity with updates.
Whenever a card date field changes in BrokerEngine, trigger an action to update or log the change in HubSpot for improved tracking. Zapier ensures smoother synchronization of data between systems and reduces potential delays or inaccuracies.
ITLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about BrokerEngine + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BrokerEngine and HubSpot
How do I trigger an action in HubSpot based on changes in BrokerEngine?
You can set up a trigger in your integration that activates whenever there is a status change in BrokerEngine. This trigger can then prompt an action in HubSpot, such as updating a deal or sending an automated follow-up email to the contact involved.
Can we sync contact information from BrokerEngine to HubSpot?
Yes, you can create a process where new and updated contact information in BrokerEngine automatically syncs with your HubSpot CRM. This ensures that all team members have access to the most current client details across both platforms.
What actions can be automated within HubSpot using triggers from BrokerEngine?
You can automate a variety of actions, such as creating tasks for your sales team, updating lead statuses, or initiating email marketing campaigns. These actions are triggered through changes or specific events logged within BrokerEngine.
How do I ensure that data mapping between BrokerEngine and HubSpot is accurate?
To maintain accurate data mapping between the two systems, review and test field mappings thoroughly during setup. This may involve matching fields like 'Client Name' or 'Deal Stage' precisely between BrokerEngine and HubSpot.
Is it possible to update deal stages in HubSpot based on activities in BrokerEngine?
Absolutely. The integration allows changes in loan application statuses within BrokerEngine to automatically update corresponding deal stages within HubSpot, keeping your sales pipeline well-aligned with real-time lending processes.
Are there any limitations on the types of information that can be transferred between the platforms?
While most standard fields can be transferred seamlessly, custom fields may require additional configuration to ensure compatibility. Reviewing both systems' documentation will help determine field transfer viability.
How often does the synchronization occur between BrokerEngine and HubSpot?
The frequency of synchronization depends on how you configure your integration settings. Typically, changes are picked up almost instantly but reviewing your specific setup will provide exact timings for each action type.
