Create new leads in Brivity for every new or updated lead in SalesRabbit
Make your sales process more efficient with this SalesRabbit and Brivity workflow. Whenever a new or updated lead is identified within SalesRabbit, this automation will instantly create a corresponding lead in Brivity. This ensures that all your leads are seamlessly managed across both platforms, saving you time and enhancing your productivity.
Make your sales process more efficient with this SalesRabbit and Brivity workflow. Whenever a new or updated lead is identified within SalesRabbit, this automation will instantly create a corresponding lead in Brivity. This ensures that all your leads are seamlessly managed across both platforms, saving you time and enhancing your productivity.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Create Lead
Creates a new lead.
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EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
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FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
New Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
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