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Add new Brivity leads to Follow Up Boss

  1. When this happensStep 1: New Lead

  2. Then do thisStep 2: Create 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
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Connect Brivity + Follow Up Boss in Minutes

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

All Triggers & Actions

InstantNew Lead

Triggers when a new lead is created.

Add Tags to a Contact

Adds tags to a contact.

Change Stage of a Contact

Changes the stage of an existing contact.

Create Deal

Creates a deal on a contact.

Create Task

Create a task for a contact.

Add Collaborators

Adds selected users as collaborated on a given contact.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

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!

Create Note

Creates a note on a contact

Log Call

Logs a call on a contact.

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