Brivity Real Estate Software Integration
The Brivity real estate tool offers a real estate IDX and CRM platform used by many of the top real estate team leaders, including Ben Kinney the founder. Brivity competes against BoomTown, Real Geeks, Commissions Inc (all of which we integrate with), and a few other all in one real estate platforms.
Why use Brivity with CallAction?
Brivity users can extend the Brivity action and auto plans with CallAction's advanced text drip campaigns which include the following:
10 different drip campaign message types including text, video, image, email, vCard, and ringless voicemail drip campaigns with 17 different drip campaign scheduling options.
Advanced call capture and lead routing including first to claim lead broad cast of inbound calls and email leads.
Eliminate Data-Entry of Inbound Calls into Brivity CRM
Using a CallAction to Brivity email parser integration, you'll be able to capture and track every inbound phone call directly into your Brivity real estate solution. This saves hours of tedious and expensive data-entry into your real estate CRM.
Follow-up with Brivity IDX Leads using CallAction text Drip Campaigns
Use this integration to automatically follow-up with Brivity IDX website leads in real-time. If you are using an ISA you can setup campaigns to run only Mon-Fri to not miss any opportunities.
Setup Brivity + CallAction Integration
There are several ways to set up workflow integrations between the two platforms. We will focus on using an email parser. If you have a more advanced workflow we can also create a Brivity API integration using Brivity's Zapier.
How to Send CallAction captured leads into Brivity CRM
This Brivity workflow will send CallAction captured calls and text leads into the Brivity lead routing system or individual agents' CRM accounts using email parse.
Go to Brivity Login
Click on Lead Parsing
Copy the agent's Brivity
(if part of a real estate team, you will need to select each individual agent's Brivity email address and repeat these steps)
Next, you will need to login into CallAction
Login to CallAction
Click on Numbers
Select the Phone number and click Manage
Click on Integrations
Turn ON Lead Export
Paste agent Brivity's email into the Lead Export field
Click Save
Now every time the agent receives a call to their CallAction phone number, CallAction will send an email to Brivity's email parser to create the contact automatically in the Brivity CRM.
How to Send Brivity IDX Leads to CallAction Drip Campaigns
Using email filters and forwarding rules in Gmail or Outlook you can send the Brivity IDX website lead registrations to CallAction.
Simply set a filter to forward the agent's Brivity new lead alert into the agent's CallAction email parser address to start the auto drip campaigns.
Login to CallAction
Click on Phone Numbers
Select Agents CallAction number and click Manage
Click on Email Settings
Copy the CallAction Email Address
Gmail Users
Add the CallAction email address as a forwarding email.
Follow these Gmail Add forwarding email address instructions
OutLook Users
You can go directly to Rules to set up email forwarding.
Brivity Email Filter / Forwarding Rule
You will create a rule to filter matching emails and forward to the CallAction email. The following are the three primary settings for the rule.
From Address: "messages@brivity.com "
Subject Line: "Congratulations! You've got a new lead"
Forward to: (insert the copied CallAction email address)
Emails matching the above rules will then be automatically forwarded into CallAction. CallAction will then parse the email, extract the name, phone number, email, and create the contact in CallAction.
The drip campaign that is set to the campaign number will then be triggered and start following up with the Brivity leads. You have now fully automated your Brivity lead follow-up using CallAction sales & marketing automation software.
Free Trial of CallAction for Brivity Users
If you are currently a Brivity real estate platform user, you can set up a free 14-day trial of CallAction today. You get instant access to CallAction to try this Brivity integration.