Brivity + LeadConnector
Update leads in Brivity and add or update contacts in LeadConnector
Effortlessly update your contacts in LeadConnector every time there's a lead update in Brivity. With this workflow, your lead information management becomes seamless, saving you time, and ensuring no lead is ever missed or duplicated. Enjoy a streamlined, efficient process and focus more on lead engagement and conversion.
Effortlessly update your contacts in LeadConnector every time there's a lead update in Brivity. With this workflow, your lead information management becomes seamless, saving you time, and ensuring no lead is ever missed or duplicated. Enjoy a streamlined, efficient process and focus more on lead engagement and conversion.
- When this happens...Update Lead
Triggers when a lead is updated.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
