Create new leads in CINC from newly generated leads in Brivity
Easily manage your leads with this workflow. When a new lead appears in Brivity, a lead is instantly created in the CINC app. This seamless transfer ensures you never miss an opportunity, enhancing efficiency and lead conversion rates. No need for manual entry - it's an effortless process that lets you focus more on the leads themselves.
Easily manage your leads with this workflow. When a new lead appears in Brivity, a lead is instantly created in the CINC app. This seamless transfer ensures you never miss an opportunity, enhancing efficiency and lead conversion rates. No need for manual entry - it's an effortless process that lets you focus more on the leads themselves.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a new lead.
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New Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try ItAgent Assigned
Triggers when an agent is assigned.
Try ItAgent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Try It
New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItPrimary Agent ID
Lead Intent
First Name
Last Name
Email Address
Phone Number
Company
Job Title
Street Address
City
Locality
Postal Code
Country
Description
Tags
Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Try ItLabel Applied
Triggers when a label is applied.
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