Brivity + Upfirst
Create leads in Brivity from completed calls in Upfirst
Turn your completed calls in Upfirst into new opportunities with this workflow. Once set up, each completed call in Upfirst will seamlessly generate a lead in Brivity, helping you proactively manage prospects without the manual data entry. It makes lead management efficient, allowing you to focus more on establishing relationships.
Turn your completed calls in Upfirst into new opportunities with this workflow. Once set up, each completed call in Upfirst will seamlessly generate a lead in Brivity, helping you proactively manage prospects without the manual data entry. It makes lead management efficient, allowing you to focus more on establishing relationships.
- When this happens...Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
- automatically do this!Create Lead
Creates a new lead.
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Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
Try ItNew 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
