Brivity + Follow Up Boss
Create new inquiries or website events in Follow Up Boss for new leads in Brivity
Effortlessly manage your leads with this seamless workflow that connects Brivity and Follow Up Boss. When you receive a new lead in Brivity, this automation creates a new inquiry or website event in Follow Up Boss, helping you stay organized and respond to potential clients quickly. Spend less time transferring information manually and more time focusing on what matters - nurturing your leads and growing your business.
Effortlessly manage your leads with this seamless workflow that connects Brivity and Follow Up Boss. When you receive a new lead in Brivity, this automation creates a new inquiry or website event in Follow Up Boss, helping you stay organized and respond to potential clients quickly. Spend less time transferring information manually and more time focusing on what matters - nurturing your leads and growing your business.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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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
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It
