Brivity + Certileads
Create new leads in Brivity from new leads in Certileads
This workflow delivers a streamlined process of managing leads between Certileads and Brivity. Once a new lead is detected in Certileads, the workflow swiftly generates the same lead in Brivity, keeping both systems updated and aligned. Ideal for sales and marketing teams, the workflow saves time and reduces the risk of lost lead information. Boost your lead management efficiency with this seamless integration.
This workflow delivers a streamlined process of managing leads between Certileads and Brivity. Once a new lead is detected in Certileads, the workflow swiftly generates the same lead in Brivity, keeping both systems updated and aligned. Ideal for sales and marketing teams, the workflow saves time and reduces the risk of lost lead information. Boost your lead management efficiency with this seamless integration.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- automatically do this!Create Lead
Creates a new lead.
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New Lead
Triggers when a New Lead is delivered.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
New Lead
Triggers when a new lead is created.
Try ItPrimary 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
