May be required depending on your Dotloop account settings.

Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.

Dotloop

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Docusign

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Follow Up Boss

The real estate CRM that works the way you do. Manage people, listings, transactions and activities with powerful workflows.

Realvolve

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

LionDesk

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

Brivity's stored internal id of the primary agent. This is used for overriding the default setting that makes the primary agent the account owner.


This field is currently only for advanced users, or users comfortable using API endpoints to retrieve data.

This ID will be returned with a GET request to `https://secure.brivity.com/api/v2/roster`, supplying the following headers in the request (and replace the API key placeholder with your API key:

```
Content-Type: application/json
Authorization: Token token={{API_KEY}}
Accept: application/json; charset=utf-8
```
.

Specify whether the Lead is interested in Selling or Buying a home.

This is the first line of the address that will be associated with the lead. For example, a valid field might say '123 Main Street'.

The city that a lead resides in (associated with the street address). Brivity will try to select the appropriate city based on Locale, Postal code, and Street address if those fields are supplied.

If the city returned differs from what was supplied in this request, Brivity overrode the city because it found a more appropriate match for the address.

The locality to be saved with a lead's address. In the United States and Canada, this is a standard two letter state/province abbreviation.

The postal code associated with a lead's address.

The country for the address to be associated with the lead. For example, 'USA' is a valid field for leads created who have an address in the United States.

Comma delimited set of tags. e.g. Client, Sphere of influence, Friend of family.

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

Brivity

Streamline your real estate lead management process with this efficient workflow. When a new loop is created in Dotloop, a lead will be instantly added to Brivity, ensuring your team stays on top of potential clients. Save time and improve organization by automating the transfer of information between these two essential real estate tools.

Brivity + Dotloop

Create new Brivity leads from Dotloop loops

Supported triggers and actions

New Loop

New Lead

Create Lead

Create Loop

Update Lead

About Brivity

Related categories

Similar apps