Brivity + LeadConnector integrations
Create new leads in Brivity when pipeline stages change in LeadConnector
Improve your lead management process by connecting LeadConnector and Brivity. This workflow springs into action whenever there is a change in your pipeline stage in LeadConnector. It then instantly creates a new lead in Brivity, streamlining your sales and marketing efforts. A perfect solution to ensure faster and efficient lead nurturing.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with LeadConnector and Brivity
Discover other triggers and actions you can use with LeadConnector and Brivity
- 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- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant
- 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- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItTriggerInstant
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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