Brivity + Follow Up Boss

Turn new timeline events in Brivity into new inquiries or website events in Follow Up Boss

Efficiently manage your events with this seamless workflow. As soon as a timeline event takes place in Brivity, it immediately results in a corresponding inquiry or website event in Follow Up Boss. This process allows for consistent and timely responses to customer interactions, enhancing your activity management in both Brivity and Follow Up Boss.

Efficiently manage your events with this seamless workflow. As soon as a timeline event takes place in Brivity, it immediately results in a corresponding inquiry or website event in Follow Up Boss. This process allows for consistent and timely responses to customer interactions, enhancing your activity management in both Brivity and Follow Up Boss.

  1. When this happens...
    BrivityBrivity
    New Timeline Event

    Triggers when a Timeline event is posted. Experimental. Limited Events are supported: ad_scheduled_showing ads-buyer ads-remarket ads-retarget ads-sell contact_form contact_form_ask_a_question contact_form_get_in_touch contact_form_get_prequalified contact_form_questions_about home_value registered_for_open_house scheduled_showing start_offer_form previewed_market_report home_value_valuation_request created_market_report

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow 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.

    ActionWrite
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Supported triggers and actions

  • Brivity triggers, actions, and search

    New Timeline Event

    Triggers when a Timeline event is posted. Experimental. Limited Events are supported:

    Trigger
    Instant
    Try It
    • Primary Agent ID

    • Lead Intent

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Company

    • Job Title

    • Street Address

    • City

    • Locality

    • Postal Code

    • Country

    • Description

    • Tags

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

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

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

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

    Trigger
    Instant
    Try It
brivity logo
brivity logo

About Brivity

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier