Airtable + Brivity
Create or update Airtable records from new Brivity leads
When a new lead appears in your Brivity app, this workflow will swiftly ensure your Airtable records are updated or a new one is created. This automation allows for smooth record keeping and efficient management of your leads, boosting your response times and improving customer relationship management. Streamline your workflow and never miss an opportunity with a potential lead again.
When a new lead appears in your Brivity app, this workflow will swiftly ensure your Airtable records are updated or a new one is created. This automation allows for smooth record keeping and efficient management of your leads, boosting your response times and improving customer relationship management. Streamline your workflow and never miss an opportunity with a potential lead again.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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New Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try ItBaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
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
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
