Any systems that don't connect directly to Brivity, you may be able to find a connection using Zapier.com. It is a separate system, and you'll need to sign up to start zapping contacts to or from Brivity. Their free account will zap 100 contacts per month. Their next paid account zaps 1,000 contacts per month for $20/month. Get the plan you need based on your expected lead generation.
Here's a list of all the apps/systems that can be connected using Zapier. In Zapier.com, you simply select the apps you want to connect, and Zapier will walk you through the rest!
Login to Zapier and click Make a Zap! in the upper right of your account.
Step 1: Click Make a Zap!
Step 2: Zapier will direct you through connecting your TRIGGER account.
Step 3: Continue to set the ACTION account that leads will go to via this connection.
It will also ask you to choose the application, then walk you through the step.
Step 4: Make sure that your Brivity Account is connected, You can find your API key in the App Store by selecting Zapier (https://www.brivity.com/appstore) Copy the API key and paste it in the Zapier window.
Step 5: Set up the Template to bring in the correct information into Brivity. Make sure to pull from the fields in the drop-down, this will allow the information to be pulled dynamically. *keep Contact ID, Site ID, & Brivity ID fields blank
Step 5A: If you want to send leads to a specific agent you can use the Primary Agent ID Field * If you want to leads to round-robin between a group of agents ignore this section and keep the Primary agent Field blank, you will need to create lead routing in the CRM settings.
To find an agents ID as an admin, hit your name in the upper right corner, Account>IDX configuration then select the agent's name and find the numerical code in URL. copy it and paste it into the Primary Agent ID field
If you are an agent, hit your name in the upper right> Account>lead parsing. find the numerical code in the URL and copy and paste it into the primary agent ID field
Step 6: The Best way to Track these leads is using the Source field (NOT source Catagory) Select the "Use a Custom Value (advanced)" option from the drop-down. A new field will appear and you can enter the source you would like to see in the CRM *Do not use special characters sometimes Zapier does not handle them correctly
Step 7: You will need to also add that source into Brivity. Copy the source exactly as it is from the template (https://screencast-o-matic.com/watch/cqeOqG0LaS)
1. Open up a Google sheet or Excel file and in A1 type "source" and in A2 paste the source from Zapier
2. Save the file as a .CSV file then go to the import section of the CRM and import that file with the sources.
Step 8: Test your connection
Common connections to Brivity via Zapier:
Google Sheets: Send every Brivity Lead to a Google Spreadsheet
Quantifying your incoming leads in a Google Spreadsheet can be useful on many different levels. You can set up Zapier to make sure as every lead hits your Brivity account, that it also hits a Google Spreadsheet.
Create a new row of information in a Google Spreadsheet each time a new lead is added to Brivity!