SweepBright Integrations

CRM (Customer Relationship Management)

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Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

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Developer Tools, Zapier

Trello

Project Management

Gmail

Email, Google

Slack

Team Chat

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Google Sheets

Google, Spreadsheets

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Trello

Project Management

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Documents, Zapier

Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

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Popular ways to use SweepBright workflows

Get Slack notifications for new SweepBright leads
Try it
SweepBright + Slack
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Send Channel Message
See Zap details Try it
Get Slack notifications for new SweepBright leads
Get Slack notifications for new SweepBright leads
SweepBright + Slack
Update MailChimp subscribers when a lead is updated in SweepBright
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SweepBright + Mailchimp
More details
When this happens
Step 1: Lead Updated
Then do this
Step 2: Add/Update Subscriber
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Update MailChimp subscribers when a lead is updated in SweepBright
Update MailChimp subscribers when a lead is updated in SweepBright
SweepBright + Mailchimp
Add new SweepBright leads to Evernote as notes
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SweepBright + Evernote
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Create Note
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Add new SweepBright leads to Evernote as notes
Add new SweepBright leads to Evernote as notes
SweepBright + Evernote
Add new SweepBright leads to Contactually as contacts
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SweepBright + Contactually
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Create/Update Contact
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Add new SweepBright leads to Contactually as contacts
Add new SweepBright leads to Contactually as contacts
SweepBright + Contactually
Create or update HubSpot contacts from new leads in SweepBright
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SweepBright + HubSpot
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Create or Update Contact
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Create or update HubSpot contacts from new leads in SweepBright
Create or update HubSpot contacts from new leads in SweepBright
SweepBright + HubSpot
Create Evernote notes when SweepBright property statuses change
Try it
SweepBright + Evernote
More details
When this happens
Step 1: Property Status Changed
Then do this
Step 2: Create Note
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Create Evernote notes when SweepBright property statuses change
Create Evernote notes when SweepBright property statuses change
SweepBright + Evernote
Create Google Contacts from new SweepBright leads
Try it
SweepBright + Google Contacts
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Create Contact
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Create Google Contacts from new SweepBright leads
Create Google Contacts from new SweepBright leads
SweepBright + Google Contacts
Create Basecamp 2 to-dos for new SweepBright leads
Try it
SweepBright + Basecamp 2
More details
When this happens
Step 1: Lead Created
Then do this
Step 2: Create Todo
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Create Basecamp 2 to-dos for new SweepBright leads
Create Basecamp 2 to-dos for new SweepBright leads
SweepBright + Basecamp 2

Supported triggers and actions

What does this mean?

Non-Exclusive Agreement Created
Triggers when a Non-Exclusive Agreement document is created.
Trigger
Instant
Property Created or Updated
Triggers when a is created and/or updated.
Trigger
Instant
Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Trigger
Instant
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Trigger
Instant
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
Offer Created
Triggers when an offer document is created.
Trigger
Instant
SweepBright
Triggers when an Exclusive Agreement document is created.
Instant
Trigger
SweepBright
Triggers when a Property Sheet is created.
Instant
Trigger
SweepBright
Triggers when a Property folder is created.
Instant
Trigger
SweepBright
Triggers when property status is changed.
Instant
Trigger
SweepBright
Triggers when a Lease or Purchase Agreement document is created.
Instant
Trigger
SweepBright
Creates a new contact in SweepBright.
Scheduled
Action
SweepBright
Creates a new lead in SweepBright.
Scheduled
Action
SweepBright
Creates a new property in SweepBright.
Scheduled
Action
SweepBright
Links a contact to property as buyer or seller.
Scheduled
Action
SweepBright
Finds existing or creates a new contact in SweepBright.
Scheduled
Action
SweepBright
Find an existing property in your SweepBright company.
Scheduled
Action
SweepBright
Finds existing or creates a new contact in SweepBright.
Scheduled
Action

About SweepBright

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

Related categories

CRM (Customer Relationship Management)

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Popular SweepBright Integrations