Brivity + Callingly

Create new leads in Brivity when calls are completed in Callingly

When a call is completed in the Callingly app, this workflow promptly creates a new lead in the Brivity app. This setup ensures that you never miss out on any potential leads from your successful calls. Simplify your routine tasks and enhance lead management by directly transferring information from Callingly to Brivity in a swift process.

When this happens...
Call Completed
Triggers when a call has been made to a Lead and the call completes.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- Updated Field
- Team
- Filter
Trigger
Instant
Try It
- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
Action
Write
- Phone NumberRequired
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
Action
Write
New Lead
Triggers when a new lead is created.
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
- Source
- Description
- Tags
Action
Write

- Call Status
- Lead Status
- Team
- Number
Trigger
Instant
Try It
- TeamRequired
- First Name
- Last Name
- Phone NumberRequired
- Scheduled TimeRequired
- Email
- Company
- Category
- Source
- Lead Owner
Action
Write
- Phone NumberRequired
Action
Search
Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It