SweepBright and Zapier connect to automate real estate work. You can trigger actions when leads are created or updated and create new contacts or offers.
Prerequisites
To use the SweepBright app on Zapier, you must have:
- An active SweepBright account.
Connect SweepBright to Zapier
To create an app connection to SweepBright on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select SweepBright.
- Click Add connection.
- A new browser tab or window will open.
- Log into SweepBright to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your SweepBright account is now successfully connected to Zapier.
About SweepBright's app
Triggers, searches, and actions
Triggers
- Document Requested: Non-Exclusive Agreement - Triggers when a Non-Exclusive Agreement document is requested. (Instant)
- Interaction Registered for Lead - Triggers when a new interaction is registered for a lead. (Instant)
- Feedback Added to Interaction - Triggers when feedback is added to an interaction. (Instant)
- Visit Canceled - Triggers when a visit has been canceled. (Instant)
- Visit Updated - Triggers when a visit has been updated. (Instant)
- Document Requested: Exclusive Agreement - Triggers when an Exclusive Agreement document is requested. (Instant)
- Offer Accepted - Triggers when an Offer is accepted. (Instant)
- Offer Cancelled - Triggers when an Offer is cancelled. (Instant)
- Offer Created - Triggers when an Offer is created. (Instant)
- Offer Restored - Triggers when an Offer is restored. (Instant)
- Owner Created - Triggers when a new owner is created. (Instant)
- Document Requested: Property Folder - Triggers when a Property folder document is requested. (Instant)
- Document Requested: Lease or Purchase Agreement - Triggers when a Lease or Purchase Agreement document is requested. (Instant)
- Property Created or Updated - Triggers when a property is created or updated. (Instant)
- Lead Created - Triggers when a new lead is created. (Instant)
- Lead Updated - Triggers when a lead is updated. (Instant)
- New Visit Scheduled - Triggers when a new visit has been scheduled. (Instant)
- Document Requested: Valuation - Triggers when a valuation document is requested. (Instant)
- Document Requested: Property Sheet - Triggers when a Property Sheet document is requested. (Instant)
- Offer Archived - Triggers when an Offer is archived. (Instant)
- Offer Changed - Triggers when an Offer is changed in any way. (Instant)
Searches
- Find or Create Contact - Finds existing or creates a new contact in SweepBright.
- Find Properties - Find properties by querying their address, ID, or other attributes.
- Find Users - Find users by querying their name, email, or other attributes.
Actions
- Archive Offer - Archives an existing offer
- Cancel Offer - Cancels an existing offer
- Create Contact - Creates a new contact in SweepBright.
- Create Offer - Creates a new offer
- Detach Labels From Contact - Detaches labels from a contact
- Refuse Offer - Refuses an existing offer
- Set Contact Labels - Syncs labels attached to a contact
Templates
View all of SweepBright's templates.
Use cases
- New Integration: Help Your Real Estate Agency Close More Deals with SweepBright
- 4 ways to improve your real estate business with automation