Brivity + LeadConnector integrations
Update opportunities in LeadConnector with new leads from Brivity
Ensure your sales process runs smoothly with this Brivity and LeadConnector integration. When a new lead emerges in your Brivity system, this workflow immediately updates or adds an opportunity in LeadConnector. It simplifies lead management by unifying your data in real time, saving you time and potential communication errors. Benefit from streamlined lead conversion and elevate your sales productivity.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Brivity and LeadConnector
Discover other triggers and actions you can use with Brivity and LeadConnector
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite
- New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItTriggerInstant - 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
ActionWrite- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite
Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
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LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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