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      Integrating with Zapier for importing leads or agents

      Creating or updating contacts via Zapier for integrations

      The procedure below details the steps to integrate Zapier with Brokerkit to import leads or agents into Brokerkit via the Brokerkit API from apps on the Zapier platform. You will first need to set up a Zapier account at zapier.com and then connect Zapier with one of your apps where you capture leads like these on the Zapier platform.

      1. Create a Zap in Zapier:

      Log in to your Zapier account. Once logged in, click on the Create Zap button located at the top left corner of the dashboard.


       

      2. In the Trigger section, you'll see an option to Choose App & Event. In the search bar, type "Google Contacts" and select it from the dropdown menu.

      Step 2

       

      3. Choose Google Contacts as the Trigger App:

      Under Trigger Event, choose the appropriate event that will start your Zap.

      Click Continue.

       

      4. Connect Google Contacts to Zapier:

      Click Sign in to Google Contacts. A window will open to connect your account.

      Once Google Contacts is connected, a green check should confirm that the account has been successfully connected.

      Click Continue.

       

      5. Click Test Trigger to ensure Zapier is able to pull in a sample record from your Google Contacts account. If successful, you will see sample data appear on your screen.

      Pull in a Sample and click Continue with selected record.

      Step 5

       

      6. Add Step 2 to your Zap.

      Click on Add a Step (usually a plus icon "+" below your trigger step).

      In the search bar, type "Webhooks by Zapier" and select it.


      Step 6step 15.2

       

      7. Choose Action Event as POST and select Continue.

      step 16

       

      8. Type in the URL and select Payload Type for Brokerkit, as shown below.

      • URL: https://api.getbrokerkit.com/v2/leads
      • Payload Type: Json (select from dropdown)

       

      9. As shown below, you can map the fields on the right from your integration in the Zap with the related Brokerkit field on the left.

      Here are the most commonly used fields to map for import:

      Brokerkit Fields Zapier Inputs
       first_name
      • String value for First name.
       last_name
      • String value for the Last name.
       phone
      • Valid phone number in US format(+1XXXXXXXXXX)
      • If the phone number is not in the correct format from the other system, you can use the Zapier Formatter app to change the phone number to this format
       email
      • Valid email address.
       note
      • String value for Referral/Agent Notes
      • For any fields in your other system that don't have an equivalent field in Brokerkit, you can map them to the notes field here
       source
      • Hard-code the source name you want to show on the lead profile in Brokerkit.
      • Please select one of the existing options in the Source field dropdown and type it the same way.
      • You can create new custom sources to leverage in your Brokerkit account at Account Settings>Sources.
      • You can use this combined with Source-based Campaign Triggers described here to automatically trigger campaigns on the new records.
      owner_email
      • Use this attribute if you want to assign an Owner to new leads
      • Owner email must be the "Main" email address set for an existing Brokerkit user in this account with the Admin or Staff role

      Here is a screenshot of what that looks like in Zapier:

      Here are some other fields you can map for import that are less common:

      currently_at
      • String value for the company where the recruiting lead currently works.
      birthday
      • Date of birth.
      • String value for birthday, format dd/mm/yyyy.
       alt_address
      • Use this field for the home address
      • String value for street address.
       alt_city
      • Use the field for home address city
      • String value for the city.
       alt_zip
      • Use this field for home address zip code
      • String value for zip code.
       office_address
      • Use this field for the office address
      • String value for street address.
       office_city
      • Use this field to capture the office city
      • String value for the city.
       office_zip
      • Use this field to copy the office zip code
      • String value for zip code.
       product 
      • Only use this field to create an agent for retention vs. a lead for recruiting in Brokerkit.
      • Please enter retention as the input if you'd like to create an agent vs. a recruiting lead.
       rating
      • Pipeline Rating.
      • Integer value from 4 to 10
       production_ytd
      • Total sales volume (buy-side and sell-side) in dollars for the LTM (Last Twelve Months) 
       production_label
      • Production Label.
      • Must be one of these mega, super, mid, low, new, in_school, not_licensed
       owner_email
      • This field can assign the contact to an existing Brokerkit user.
      • You can enter their Brokerkit user email address as the input if you'd like to assign the contact to a user.
       referrer_email
      • This field can be used to assign a member of your team who referred the recruiting lead.
      • Enter their Brokerkit user email address as input if you wish to assign a member of your team as the recruiting lead's referrer.
      resume_url
      • Value refers to an URL that contains a contact's resume in PDF format
      • The file should be public
      document_urls
      • Value refers to an URL that can contain these supported file types:

        • PDF

        • Image (PNG, JPG, JPEG)

        • MS Word (DOC, DOCX)

        • MS Excel (XLS, XLSX)

        • PowerPoint (PPT, PPTX)

        • Plain Text (.txt) (can be uploaded but can not be displayed in the BK UI)

        • Rich Text Format (.rtf) (can be uploaded but can not be displayed in the BK UI)

        • CSV (can be uploaded but can not be displayed in the BK UI)

      • The file should be public

       

      10. Please select/type in fields under Wrap Request In Array, Unflatten, and Headers. (You may copy and paste values from the table below). When pasting in the Brokerkit API, remove the double-quotes. Select Continue.

      Wrap Request In Array                   select no from the drop-down
      Unflatten                                                select yes from the drop-down
      Headers     
      Content-Type                                           application/json
      Authorization                                           Token token=”paste Brokerkit API Key here with no spaces”


      step 19

       

      11. To find your API key for Brokerkit, visit the Team Settings section of your
      Brokerkit account, then under Team Api Key click the Copy to Clipboard button to copy your API Key for your Team.

      step 20-1

       

      12. With all the fields specified above completely filled out, test your integration by clicking Test Step, as shown below.

      step 21

       

      13. A green checkmark will indicate the test was successful and would enable you to Publish your newly created Zap.

      If the test is successful, click Turn on Zap to activate both the integration and email notifications. You will receive a confirmation that your Zap is live.

      Verify Email Notifications: Ensure that every time a new lead is added to Brokerkit, you receive an email notification. This will help you stay on top of new leads without having to constantly check your Brokerkit dashboard.

        step 22-1

         

        14. Verify the Integration in Brokerkit:

        Log in to your Brokerkit account. Navigate to your dashboard to check if the leads from Google Contacts are appearing correctly.

        The leads should appear in Search Results.

        If everything is set up properly, new leads will automatically be added to Brokerkit.

        You are then all set!