Brivity + LeadConnector
Create new leads in Brivity when pipeline stages change in LeadConnector
Improve your lead management process by connecting LeadConnector and Brivity. This workflow springs into action whenever there is a change in your pipeline stage in LeadConnector. It then instantly creates a new lead in Brivity, streamlining your sales and marketing efforts. A perfect solution to ensure faster and efficient lead nurturing.
Improve your lead management process by connecting LeadConnector and Brivity. This workflow springs into action whenever there is a change in your pipeline stage in LeadConnector. It then instantly creates a new lead in Brivity, streamlining your sales and marketing efforts. A perfect solution to ensure faster and efficient lead nurturing.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Lead
Creates a new lead.
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In 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
New Lead
Triggers when a new lead is created.
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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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Update Lead
Triggers when a lead is updated.
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