1.New lead in Brivity
Integrate Brivity and CRM lead sources to detect new lead creation and map contact fields to downstream use.
Add new qualified leads to your retargeting segment
Automatically add new qualified leads with email addresses across Brivity and AdRoll. Add user to segment when new lead created, email provided, or lead details filled—so you can enroll audiences, keep lists clean, and target quickly without manual retargeting enrollment.
How this automation grows your retargeting audience
When new leads get created in Brivity, unqualified contacts and empty emails can slow targeting. This automation filters by valid email, and adds users to a configured AdRoll segment—so your team can retarget quickly without manual enrollment.
Brivityor swap with your favorite app
2.Filter valid email leads
Integrate Filter by Zapier and email validation tools to continue only when a lead has a present valid email address.
Filter von Zapieror swap with your favorite app
3.Add user to AdRoll segment
Integrate AdRoll and ad audience tools to add the lead to the configured retargeting segment and map email and attributes.
AdRoll (Englisch)or swap with your favorite app
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Schritt 1
Connect your tools
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Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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