Brivity + Fello Connect
Manage new Brivity leads by adding or updating contacts in Fello Connect
Stay ahead of your sales game with this efficient automation that springs into action whenever there's a new lead in Brivity. This workflow seamlessly transfers this valuable information to Fello Connect, either as a fresh contact or as an update to an existing one. Designed to help sales professionals maximise their productivity, this setup eliminates the need for manual data entry, freeing up your time for more critical tasks.
Stay ahead of your sales game with this efficient automation that springs into action whenever there's a new lead in Brivity. This workflow seamlessly transfers this valuable information to Fello Connect, either as a fresh contact or as an update to an existing one. Designed to help sales professionals maximise their productivity, this setup eliminates the need for manual data entry, freeing up your time for more critical tasks.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add or Update Contact
Add or Update Contact from Fello Connect
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New Lead
Triggers when a new lead is created.
Try ItPrimary 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
Contact Updated
Triggers when a contact is updated by agent in Connect.
Try ItNew Lead
Triggers when a new lead is added
Try It
