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Brivity + Callingly

Trigger new Brivity leads and call them with Callingly instantly

Instantly connect with new leads from your Brivity app by setting up this automation to place a call via Callingly. With this workflow, every time a new lead is added in Brivity, a call will be initiated in Callingly to help you efficiently respond to potential clients and maintain a seamless communication process. Stay on top of your leads and enhance your customer engagement with this seamless integration.

Instantly connect with new leads from your Brivity app by setting up this automation to place a call via Callingly. With this workflow, every time a new lead is added in Brivity, a call will be initiated in Callingly to help you efficiently respond to potential clients and maintain a seamless communication process. Stay on top of your leads and enhance your customer engagement with this seamless integration.

  1. When this happens...
    BrivityBrivity
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    CallinglyCallingly
    Call Lead

    Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Brivity triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
    • Primary Agent ID

    • Lead Intent

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Company

    • Job Title

    • Street Address

    • City

    • Locality

    • Postal Code

    • Country

    • Source

    • Description

    • Tags

    Action
    Write
    • Call Status

    • Lead Status

    • Team

    • Number

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Scheduled TimeRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    Action
    Write
    • Updated Field

    • Team

    • Filter

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    • CRM ID

    • Comments

    Action
    Write
    • Phone NumberRequired

    • Team

    • Status

    • Result

    • Tags

    • Stage

    • Lead Owner

    • Stop Calls

    • Resume Calls

    Action
    Write
brivity logo
brivity logo

About Brivity

Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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callingly logo
callingly logo

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.

Related categories