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Brivity + Capsule CRM

Create Brivity leads for new or updated Capsule CRM opportunities

Effortlessly manage your sales funnel by connecting Capsule CRM and Brivity. With this seamless workflow, every time a new or updated opportunity occurs in Capsule CRM, a lead will be created in Brivity. Stay organized and boost your sales productivity by ensuring all your essential information is consistently updated between platforms.

Effortlessly manage your sales funnel by connecting Capsule CRM and Brivity. With this seamless workflow, every time a new or updated opportunity occurs in Capsule CRM, a lead will be created in Brivity. Stay organized and boost your sales productivity by ensuring all your essential information is consistently updated between platforms.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    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?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    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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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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