Brivity + Sierra Interactive
Create leads in Sierra Interactive from new leads in Brivity
When you get a new lead in the Brivity app, this workflow ensures they're instantly added to your Sierra Interactive system, effectively bridging the gap between the two platforms. This automation not only increases your productivity but also eliminates the need for manual data entry, giving you more time to focus on nurturing your leads. The streamlined process ensures you never miss an opportunity, keeping all your leads organized and accessible in one place.
When you get a new lead in the Brivity app, this workflow ensures they're instantly added to your Sierra Interactive system, effectively bridging the gap between the two platforms. This automation not only increases your productivity but also eliminates the need for manual data entry, giving you more time to focus on nurturing your leads. The streamlined process ensures you never miss an opportunity, keeping all your leads organized and accessible in one place.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Lead
Create a new lead in your Sierra account.
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New Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try ItSiteRequired
AgentRequired
Source Type
Type
SourceRequired
Try ItSiteRequired
AgentRequired
Try It
New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItPrimary Agent ID
Lead Intent
First Name
Last Name
Email Address
Phone Number
Company
Job Title
Street Address
City
Locality
Postal Code
Country
Description
Tags
SiteRequired
AgentRequired
Try ItSiteRequired
AgentRequired
Try It
