Brokerkit offers several ways to connect with external tools and platforms. You can use the Social Media Lookup feature within contact profiles to connect your contacts with their respective social networks. Here you'll find additional articles covering different integrations available in Brokerkit. In this particular article, you'll learn how to set up an integration using Zapier.
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.
Get stuck? If you have trouble setting up your Zapier integration, you can schedule a free support call with our BrokerKit Support team through the Training Calendar. Look for the BrokerKit Support event to book a time. These sessions are included with your account at no additional cost.
Helpful Resources: For a full reference of all API parameters, valid values, and response formats, visit the BrokerKit API Documentation Portal. You can also use the portal to test API queries interactively before setting up your Zap. For a general overview of the BrokerKit API, see the BrokerKit API help article.
- 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.
- 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.
- Choose Google Contacts as the Trigger App:
Under Trigger Event, choose the appropriate event that will start your Zap.
Click Continue.
- Connect Google Contacts to Zapier:
Click Sign into 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.
- 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 Sampleand clickContinue with selected record.
- Add Step 2to 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.
- Choose Action Event as POSTand select 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)
- 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.
For a complete list of all available fields and their valid values, see the BrokerKit API Documentation Portal.
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 numberin 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 |
| * 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 |
- 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"
- 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.
- With all the fields specified above completely filled out, test your integration by clicking Test Step, as shown below.
Tip: Before testing in Zapier, you can verify your API request works correctly using the BrokerKit API Documentation Portal, which lets you test queries interactively and see the expected response format.
- 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.
- 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!
Need Help Setting Up Your Zapier Integration?
Setting up a Zapier integration can be tricky, especially if you're not familiar with API configurations. If you get stuck at any step or would prefer a guided walkthrough, our BrokerKit Support team is here to help.
Schedule a free support call: Training Calendar
Just go to the Training Calendar and look for the BrokerKit Support event to book a time that works for you. These sessions are included with your account at no additional cost — you can schedule as many as you need.
Additional Resources
- BrokerKit API Documentation Portal — Full API reference with all endpoints, parameters, and interactive testing
- BrokerKit API Overview — General API setup, authentication, and key concepts