Contactually
When this happens...
SweepBrightNew Lead
Then do this...
ContactuallyCreate/Update Contact

Moving new leads from SweepBright to Contactually manually can take up a lot of time. Set up this Zap and every new SweepBright lead will automatically be added as a contact in your Contactually account. Now, you can focus on bigger-picture items like making sales instead of manually entering leads in your contact management tool.

Note: This Zapier integration doesn't import existing SweepBright leads into Contactually. Only new leads created after you've set up this Zap will be added to your Contactually account.

How It Works

  1. A new lead is created in SweepBright
  2. Zapier creates or updates a contact in Contactually

What You Need

  • a SweepBright account
  • a Contactually account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Contactually + SweepBright and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Triggers when a new Contact is created.

Create/Update Contact

Creates a new contact or updates an existing contact.

New Bucketed Contact

Triggered when a contact is added to the specified bucket.

Create Task

Create a new Task.

Create Non-Exclusive Agreement

Triggers when a Non-Exclusive Agreement document is created.

Create Interaction

Creates a new interaction for with a contact.

Create Property Folder

Triggers when a property folder is created.

Bucket Partner User's Contact

Adds a partner user's contact to a bucket.

Create Property Sheet

Triggers when a Property Sheet is created.

Bucket Contact

Add the contact to a bucket.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Grow your most important asset, relationships, and enhance your real estate work with Contactually’s CRM that brings together your email and contacts, helps you know when to reach out to individuals, and maintain your relationships with direct and automated messages.

SweepBright lets real estate professionals organize and promote listings, match them with leads, and close the deal—all from their phone.

See SweepBright Integrations