Brivity + Trello integrations
Create cards in Trello for new leads in Brivity
Create a seamless connection between your sales and project management tools. When a new lead comes through Brivity, this workflow will generate a new card in Trello instantly. This ensures a structured follow-up process and maintains an organized information flow between your sales and project teams, giving you a streamlined way to monitor your leads progress. Stay in the lead with automation that keeps your teams connected and on the same page.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create CardAdds a new card on a specific board and list.
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More things you can do with Brivity and Trello
Discover other triggers and actions you can use with Brivity and Trello
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant - New Board
Triggers when a new board is added.
Try ItTriggerPolling - Board ID
- List ID
- Card ID
Try ItTriggerPolling
- New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItTriggerInstant - 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
ActionWrite- Board ID
- List ID
- Filter
Try ItTriggerPolling- Board ID
- List ID
- Card ID
Try ItTriggerPolling
Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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