Brivity + SimplyNoted

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.

  1. When this happens...
    BrivityBrivity
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    SimplyNotedSimplyNoted
    Send Custom Card

    Sends a custom card to a new recipient.

    ActionWrite
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Supported triggers and actions

  • Brivity triggers, actions, and search

    New Timeline Event

    Triggers when a Timeline event is posted. Experimental. Limited Events are supported:

    Trigger
    Instant
    Try It
    • Primary Agent ID

    • Lead Intent

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Company

    • Job Title

    • Street Address

    • City

    • Locality

    • Postal Code

    • Country

    • Description

    • Tags

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • Company

    • AddressRequired

    • Address 2

    • CityRequired

    • State/ProvinceRequired

    • Country

    • ZipRequired

    • Phone

    • Custom Message

    • SignOff

    • Standard Handwriting Style

    Action
    Write
brivity logo
brivity logo

About Brivity

Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
simply-noted logo
simply-noted logo

About SimplyNoted

Simply Noted allows you to order Handwritten Cards and have them sent to your customers.

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier