Brivity + Keller Williams Command
Update leads in Brivity to create contacts or leads in Keller Williams Command
Keep your sales pipeline running smoothly with this efficient workflow. When an update is made to a lead in the Brivity app, it immediately sparks the creation of a new contact or lead in the Keller Williams Command. This streamlined process ensures that all your vital lead information is consistently updated across both platforms, giving your sales efforts a powerful boost.
Keep your sales pipeline running smoothly with this efficient workflow. When an update is made to a lead in the Brivity app, it immediately sparks the creation of a new contact or lead in the Keller Williams Command. This streamlined process ensures that all your vital lead information is consistently updated across both platforms, giving your sales efforts a powerful boost.
- When this happens...Update Lead
Triggers when a lead is updated.
- automatically do this!Create Contact or Lead
Creates 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 ItCreate Contact or Lead
Creates a new contact.
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
Create MC Recruits
Creates a new MC recruit.
