Brivity CRM

Last synced 9 months ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Brivity CRM is a real estate tool which allows you to manage and market your listings, while continuously communicating with your clients.

Below you'll find detailed information, specifically for Brivity CRM integrations:

Supported Brivity CRM Integrations

Authorizing Brivity CRM

To authorize Brivity, we need your email and password.

Make sure an admin grants access to Piesync through the Brivity App Store before the authorisation process.

If you already authorized Brivity CRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • Email Status
  • Intent
  • Person Type
  • ...
  • Field values
  • Already existing in the app you sync with

[THEN] Supported Actions

  • Add Tag
  • Update Intent
  • Update Person Type
  • ...
  • Updating field values

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Brivity CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

Customizable Field Mapping

For now, we don't support Brivity CRM customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

Additional Options

Syncing Deletions

In connections between Google Contacts and Brivity CRM, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Brivity CRM. You will be able to review this segment first before deleting or taking any other action in Brivity CRM too.

Syncing Unsubscribes

In connections between Brivity CRM and some marketing tools we support such as e.g. MailChimp, you are able to sync unsubscribes one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Brivity CRM. You will be able to review this segment first before taking any action in Brivity CRM too.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to r ead our blog for the latest in productivity, apps, and technology!


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