Send custom cards in SimplyNoted for new leads in Brivity
Improve your relationship with potential clients by easily acknowledging new leads in Brivity. This workflow instantly sends custom greeting cards via SimplyNoted whenever there's a new lead, allowing you to focus on fostering connections rather than dealing with manual tasks. Not only does it save time, but this process ensures each lead gets a personalized and immediate response, showing them that their interest is appreciated.
Improve your relationship with potential clients by easily acknowledging new leads in Brivity. This workflow instantly sends custom greeting cards via SimplyNoted whenever there's a new lead, allowing you to focus on fostering connections rather than dealing with manual tasks. Not only does it save time, but this process ensures each lead gets a personalized and immediate response, showing them that their interest is appreciated.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Send Custom Card
Sends a custom card to a new recipient.
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New Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try ItFirst NameRequired
Last NameRequired
Company
AddressRequired
Address 2
CityRequired
State/ProvinceRequired
Country
ZipRequired
Phone
Custom Message
SignOff
Standard Handwriting Style
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
First NameRequired
Last NameRequired
Company
AddressRequired
Address 2
CityRequired
State/ProvinceRequired
Country
ZipRequired
Phone
Custom Message
SignOff
Standard Handwriting Style