It is a quick process to make your BoldLeads Leads flow into Brivity.
Step 1: Login into BoldLeads and go to account settings, Then on the left sidebar you will see a section called "Connect Your CRM"
Step 2: Scroll to the bottom of the page and you will see the Zapier API key and an application link. Copy the API Key and select the link.
Step 3: If you have a Zapier account already, login and you will connect your BoldLeads account, If you do not have a Zapier account create on for free and press that application link again.
Step 4: Follow the Steps for BoldLeads, then on the next action step search Brivity and select the app.
Step 5: Connect Your Brivity API key which can found in the CRM in the app store on the left sidebar
Step 6: In the edit template section of Brivity, you can fill in all the Dynamic information that you wish to have in Brivity.
Step 7: In the lead source field make sure to select custom value and in the new field that appears, make sure to add BoldLeads.com as the value.
Step 8: Run a test to the CRM and make sure that it comes through correctly with the source
Step 9: Turn on the Zap connection and you are good to go.