Brivity + LeadConnector
Update opportunities in LeadConnector with new leads from Brivity
Ensure your sales process runs smoothly with this Brivity and LeadConnector integration. When a new lead emerges in your Brivity system, this workflow immediately updates or adds an opportunity in LeadConnector. It simplifies lead management by unifying your data in real time, saving you time and potential communication errors. Benefit from streamlined lead conversion and elevate your sales productivity.
Ensure your sales process runs smoothly with this Brivity and LeadConnector integration. When a new lead emerges in your Brivity system, this workflow immediately updates or adds an opportunity in LeadConnector. It simplifies lead management by unifying your data in real time, saving you time and potential communication errors. Benefit from streamlined lead conversion and elevate your sales productivity.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Update Lead
Triggers when a lead is updated.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
