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.
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.
- When this happens...New LeadTriggers when a new lead is created. 
- automatically do this!Send Custom CardSends a custom card to a new recipient. 
- Free forever for core features
- 14 day trial for premium features & apps
- New Lead- Triggers when a new lead is created. Try It
- Update Lead- Triggers when a lead is updated. Try It
- First NameRequired 
- Last NameRequired 
- Company 
- AddressRequired 
- Address 2 
- CityRequired 
- State/ProvinceRequired 
- Country 
- ZipRequired 
- Phone 
- Custom Message 
- SignOff 
- Standard Handwriting Style 
 
- New Timeline Event- Triggers when a Timeline event is posted. Experimental. Limited Events are supported: 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 
 
- First NameRequired 
- Last NameRequired 
- Company 
- AddressRequired 
- Address 2 
- CityRequired 
- State/ProvinceRequired 
- Country 
- ZipRequired 
- Phone 
- Custom Message 
- SignOff 
- Standard Handwriting Style 
 







