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Brivity + Callingly

Create new leads in Brivity when calls are completed in Callingly

When a call is completed in the Callingly app, this workflow promptly creates a new lead in the Brivity app. This setup ensures that you never miss out on any potential leads from your successful calls. Simplify your routine tasks and enhance lead management by directly transferring information from Callingly to Brivity in a swift process.

When a call is completed in the Callingly app, this workflow promptly creates a new lead in the Brivity app. This setup ensures that you never miss out on any potential leads from your successful calls. Simplify your routine tasks and enhance lead management by directly transferring information from Callingly to Brivity in a swift process.

  1. When this happens...
    CallinglyCallingly
    Call Completed

    Triggers when a call has been made to a Lead and the call completes.

    TriggerInstant
  2. automatically do this!
    BrivityBrivity
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

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

    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
    • 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
    • Phone NumberRequired

    Action
    Search
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