Brivity + Keap

Brivity + Keap integrations

Create or update contacts in Keap when new leads arrive in Brivity

Streamline your contact management process with this convenient automation. When a new lead is created in the Brivity app, this workflow will simultaneously create or update a contact within your Keap app. By eliminating manual data entry, this process not only saves time but also ensures the accuracy and consistency of your contact data across both platforms. Harness this tool to bolster your lead follow-up practices and optimize your customer engagement.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
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Create or Update ContactCreates a new contact or updates an existing contact.
ActionWrite

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More things you can do with Brivity and Keap

Discover other triggers and actions you can use with Brivity and Keap

New Lead
Triggers when a new lead is created.
Trigger
Instant
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Update Lead
Triggers when a lead is updated.
Trigger
Instant
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New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Polling
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- Appointment Trigger Requirement
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Note events this trigger will listen to:
  Required
Trigger
Instant
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- Product events this trigger will listen to:
  Required
Trigger
Instant
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New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Polling
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- Task events this trigger will listen to:
  Required
Trigger
Instant
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New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
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New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
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New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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- Product Name
  Required
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact ID
  Required
- Lead Affiliate Id
- Order Date
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
- Order Title
  Required
- Order Type
  Required
- Promo Codes
- Sales Affiliate Id
- Company
- Country Code (e.g., USA)
- First Name
- Is Invoice to Company
- Last Name
- Address Line 1
- Address Line 2
- Locality
- Middle Name
- Phone
- Region (e.g., US-CA)
- Zip Code
- Zip Four
Action
Write
- Contact Id
- Due Date
  Required
- Title
  Required
- User Id
- Description
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Email or Phone Required
- Check for Duplicates Using
  Required
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Write
- Company Name
  Required
Action
Search
- Field
  Required
- Value
  Required
- Email or Phone Required
- Check for Duplicates Using
  Required
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Search or write

New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Trigger
Instant
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- 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
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Polling
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- Company events this trigger will listen to:
  Required
Trigger
Instant
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- Invoice events this trigger will listen to:
  Required
Trigger
Instant
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- Opportunity events this trigger will listen to:
  Required
- Random
  Required
Trigger
Instant
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- Subscription events this trigger will listen to:
  Required
Trigger
Instant
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- Tag events this trigger will listen to:
  Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
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New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
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New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
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- Contact Tag Sync Interval
- Tag
Trigger
Instant
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New Refund
Triggers when a new refund is created.
Trigger
Polling
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Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
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- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Write
- Contact Id
  Required
- Body
  Required
- Title
- Type
- User Id
Action
Write
- Invoice ID
  Required
- Product
- Product Quanity
  Required
- Price Override
Action
Write
- User
  Required
- Contacts
  Required
- Subject
  Required
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company ID
  Required
- Company Name
- Email Address
- Website
- Notes
- Opt-In
- Address Country Code
- Address Street (Line 1)
- Address Street (Line 2)
- Address City
- Address State
- Address Zip Code
- Address Zip Four
- Phone Number
- Phone Extension
- Phone Type
- Phone Number
- Phone Extension
- Phone Type
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Search or write

About Brivity

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

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CRM (Customer Relationship Management)

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About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

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