Brivity + Trello
Create cards in Trello for new leads in Brivity
Create a seamless connection between your sales and project management tools. When a new lead comes through Brivity, this workflow will generate a new card in Trello instantly. This ensures a structured follow-up process and maintains an organized information flow between your sales and project teams, giving you a streamlined way to monitor your leads progress. Stay in the lead with automation that keeps your teams connected and on the same page.
Create a seamless connection between your sales and project management tools. When a new lead comes through Brivity, this workflow will generate a new card in Trello instantly. This ensures a structured follow-up process and maintains an organized information flow between your sales and project teams, giving you a streamlined way to monitor your leads progress. Stay in the lead with automation that keeps your teams connected and on the same page.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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New Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try ItNew Board
Triggers when a new board is added.
Try ItBoard ID
List ID
Card ID
Try It
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
Board ID
List ID
Filter
Try ItBoard ID
List ID
Card ID
Try It
