Create new Keller Williams Command contacts or leads from new Brivity leads
Stay up-to-date with your client database effortlessly. When a new lead is identified within the Brivity platform, this workflow creates a corresponding contact or lead within the Keller Williams Command app. With the implementation of this automation process, you can spend less time on manual data entry and more time on developing meaningful connections with your prospects. Enhance your real estate business' efficiency and never miss an opportunity to cultivate new leads.
Stay up-to-date with your client database effortlessly. When a new lead is identified within the Brivity platform, this workflow creates a corresponding contact or lead within the Keller Williams Command app. With the implementation of this automation process, you can spend less time on manual data entry and more time on developing meaningful connections with your prospects. Enhance your real estate business' efficiency and never miss an opportunity to cultivate new leads.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact or Lead
Creates a new contact.
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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
Create MC Recruits
Creates a new MC recruit.
Update Lead
Triggers when a lead is updated.
Try ItCreate Contact or Lead
Creates a new contact.