Brivity + Dotloop
Create new Brivity leads from Dotloop loops
Streamline your real estate lead management process with this efficient workflow. When a new loop is created in Dotloop, a lead will be instantly added to Brivity, ensuring your team stays on top of potential clients. Save time and improve organization by automating the transfer of information between these two essential real estate tools.
Streamline your real estate lead management process with this efficient workflow. When a new loop is created in Dotloop, a lead will be instantly added to Brivity, ensuring your team stays on top of potential clients. Save time and improve organization by automating the transfer of information between these two essential real estate tools.
- When this happens...New Loop
Triggers when a new loop is created.
- automatically do this!Create Lead
Creates a new lead.
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ProfileRequired
Try ItNew 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
ProfileRequired
Loop NameRequired
Transaction TypeRequired
Template
Street Name
Street Number
Unit
City
State
Zip Code
County
Country
MLS Property ID
MLS ID
Your Agent MLS ID
NRDS ID
Update Lead
Triggers when a lead is updated.
Try It
