Brivity + Certileads integrations
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.
- When this happens...New LeadTriggers when a New Lead is delivered.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Certileads and Brivity
Discover other triggers and actions you can use with Certileads and Brivity
- New Lead
Triggers when a New Lead is delivered.
Try ItTriggerInstant - New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItTriggerInstant - Primary Agent ID
- Lead Intent
- First Name
- Last Name
- Email Address
- Phone Number
- Company
- Job Title
- Street Address
- City
- Locality
- Postal Code
- Country
- Description
- Tags
ActionWrite
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant
Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
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