Brivity + Lofty
Create new leads in Lofty from new Brivity leads
Stay ahead of your competition with this streamlined workflow. Whenever a new lead is captured in the Brivity app, it simultaneously results in the creation of a lead in the Lofty app. This automation not only simplifies your lead management process but also ensures that no potential customer is missed. Easily grow your business with this efficient, time-saving solution.
Stay ahead of your competition with this streamlined workflow. Whenever a new lead is captured in the Brivity app, it simultaneously results in the creation of a lead in the Lofty app. This automation not only simplifies your lead management process but also ensures that no potential customer is missed. Easily grow your business with this efficient, time-saving solution.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Lead
Creates a new lead.
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New Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try ItSegmentRequired
Try ItNew Transaction
New transaction trigger
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
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It
