Connect Easybroker and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Contact Request
Property Created or Updated
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use Easybroker and Sage Sales Management automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact is created
New Contact Request
Triggers when a new contact request is created in EasyBroker.
Property Created or Updated
Runs when property changes
New Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
Do thisActions
Action is the task that follows automatically within your Easybroker integrations.
List All Contacts
Get all EasyBroker contacts
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get All Contact Requests
Returns a list of the contact requests in a given period or for a specific property, if no parameters are provided all the contact requests will be returned
Get Contact By ID
Get a contact's details by contact ID.
Get Property By ID
Get the details of a specific property .
List All Collaborations
Show all collaborations for the connected EasyBroker account
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Frequently Asked Questions
To start, connect both your Easybroker and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Easybroker data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Easybroker and Sage Sales Management typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Easybroker and Sage Sales Management. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn More
