Brivity + Emma
Create Emma members from new Brivity leads
Boost your email marketing efforts by seamlessly connecting your Brivity and Emma applications. With this workflow, when a new lead emerges in Brivity, a new member gets created in Emma in response. It presents a streamlined solution for efficient relationship management, ensuring no potential client slips through the cracks. Elevate your marketing strategy with this straightforward, time-saving process.
Boost your email marketing efforts by seamlessly connecting your Brivity and Emma applications. With this workflow, when a new lead emerges in Brivity, a new member gets created in Emma in response. It presents a streamlined solution for efficient relationship management, ensuring no potential client slips through the cracks. Elevate your marketing strategy with this straightforward, time-saving process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Member
Create a new contact.
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New Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try ItField Created
Triggers when a new member field is created.
Try ItField Updated
Triggers when a field is updated.
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New 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
Field Deleted
Triggers when a field is deleted.
Try ItGroup Created
Triggers when a new member group is created.
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