Brivity + LeadConnector
Add new Brivity leads to a campaign in LeadConnector automatically
Streamline your lead management process with this efficient workflow. Every new lead created in Brivity will be swiftly added to a campaign in LeadConnector. This seamless process enhances your customer relationship management strategy, ensuring no potential customer slips through the cracks. Time-saving and convenient, this automation offers an effective solution to managing, tracking, and nurturing your business leads.
Streamline your lead management process with this efficient workflow. Every new lead created in Brivity will be swiftly added to a campaign in LeadConnector. This seamless process enhances your customer relationship management strategy, ensuring no potential customer slips through the cracks. Time-saving and convenient, this automation offers an effective solution to managing, tracking, and nurturing your business leads.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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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
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
CampaignRequired
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)
Update Lead
Triggers when a lead is updated.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
