Integrating with Zapier for importing leads or agents – Brokerkit

The below procedure 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 here on the Zapier platform.

Make a Zap -> Choose a Trigger App

Complete steps for the Trigger App

Test your account if it connected successfully

Add a Step by hitting Action/Search

Choose Webhooks

Choose POST and hit Save+Continue

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)

Map the fields on the right in Brokerkit with the fields from your integration in Zapier on left exactly as shown below.

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 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 make sure you select one of the existing options in the Source field dropdown and type it the exact same way. You will be able to use this in combination 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 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 city.
alt_zip	Use this field for home address zip code String value for zip code.
office_address	Use this field for the office addrress String value for street address.
office_city	Use this field to capture the office city String value for city.
office_zip	Use this field to copy the office zip code String value for zip code.
product	Only use this field if you want to create an agent vs lead in Brokerkit. Enter retention as the input if you wish to create an agent.
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	Only use this field if you want to assign the lead to an existing Brokerkit user. Enter their Brokerkit user email address as the input if you wish to assign the leads to a user.
referrer_email	Only use this field if you want to assign a member of your team who referred the recruiting lead. Enter their Brokerkit user email address as the input if you wish to assign the member of your team as the referrer of the recruiting lead.

Select/key in the remaining fields as shown in the red boxes below.

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”

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

With all the fields specified above completely filled out, test your integration by clicking the blue button as shown below.

A successful integration will give you a similar notification below and would enable you to turn ON your newly created Zap.

Related articles