When this happens...
BrivityNew Lead
Then do this...
Follow Up BossCreate or Update Contact Without Triggering Action Plans

Stop wasting time with manual data entry. Turn on this integration, and from then on whenever a new contact is added on Brivity we'll set up a lead for them on Follow Up Boss so you and the team are always ready to chase prospects down.

How this Brivity - Follow Up Boss integration works

  1. A new contact is added in Brivity
  2. Zapier adds the lead information as a new lead in your Follow Up Boss account

Apps involved

  • Follow Up Boss
  • Brivity CRM

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Brivity + Follow Up Boss and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Brivity
New Lead

Triggers when a new lead is created.

Brivity
Create Lead

Creates a new lead .

Follow Up Boss
New Tag Added to Contact

Triggers when a tag is added to a contact for the first time.

Follow Up Boss
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.

Follow Up Boss
New Contact

Fires when a new contact is created in Follow Up Boss.

Follow Up Boss
Create or Update Contact Without Triggering Action Plans

Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

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Become a Zapier Integration Partner

Brivity is a cloud-based CRM platform for real estate professionals & brokerages.

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.