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Brivity + SimplyNoted

Brivity + SimplyNoted

Brivity + SimplyNoted integrations

Send custom cards in SimplyNoted for new leads in Brivity

Improve your relationship with potential clients by easily acknowledging new leads in Brivity. This workflow instantly sends custom greeting cards via SimplyNoted whenever there's a new lead, allowing you to focus on fostering connections rather than dealing with manual tasks. Not only does it save time, but this process ensures each lead gets a personalized and immediate response, showing them that their interest is appreciated.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
    TriggerInstant
  2. automatically do this!
    Send Custom Card
    Send Custom Card
    Send Custom CardSends a custom card to a new recipient.
    ActionWrite
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More things you can do with Brivity and SimplyNoted

Discover other triggers and actions you can use with Brivity and SimplyNoted

  • Brivity triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
  • Brivity triggers, actions, and search
    Update Lead

    Triggers when a lead is updated.

    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Company
    • Address
      Required
    • Address 2
    • City
      Required
    • State/Province
      Required
    • Country
    • Zip
      Required
    • Phone
    • Custom Message
    • SignOff
    • Standard Handwriting Style
    Action
    Write
  • Brivity triggers, actions, and search
    New Timeline Event

    Triggers when a Timeline event is posted. Experimental. Limited Events are supported:

    Trigger
    Instant
    Try It
    • 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
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Company
    • Address
      Required
    • Address 2
    • City
      Required
    • State/Province
      Required
    • Country
    • Zip
      Required
    • Phone
    • Custom Message
    • SignOff
    • Standard Handwriting Style
    Action
    Write
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brivity logo
About Brivity
Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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simply-noted logo
simply-noted logo
About SimplyNoted
Simply Noted allows you to order Handwritten Cards and have them sent to your customers.
HelpHelp
Related categories
Marketing Automation
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier