How to connect Add to Calendar PRO with BrokerEngine
BrokerEngine is a mortgage broker software that boosts revenue and saves time with automation and workflows for high-value activities.
BrokerEngine is a mortgage broker software that boosts revenue and saves time with automation and workflows for high-value activities.
Integrate BrokerEngine with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in BrokerEngine when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in BrokerEngine, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in BrokerEngine.
How to connect Add to Calendar PRO with BrokerEngine
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or BrokerEngine as the trigger.
- Choose the next action, test the Zap, then activate it.