AgentLocator + kvCORE
Create kvCORE contacts from new AgentLocator leads
Effortlessly manage your new leads from AgentLocator by sending them directly to kvCORE as contacts with this streamlined automation. When a new lead is created in AgentLocator, this workflow will create a contact in kvCORE, saving you time and ensuring that every potential client is added to your database instantly. Stay organized and never miss an opportunity to connect with potential clients again.
Effortlessly manage your new leads from AgentLocator by sending them directly to kvCORE as contacts with this streamlined automation. When a new lead is created in AgentLocator, this workflow will create a contact in kvCORE, saving you time and ensuring that every potential client is added to your database instantly. Stay organized and never miss an opportunity to connect with potential clients again.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last Name
EmailRequired
Phone
Source
Lead Type
Pipeline
Tags
Site
Status
Timestamp
Description
Campaign Zap IDRequired
Try ItFirst Name
Lead Type
Last Name
Email
Cell Phone 1
Cell Phone 2
Lead Status
Form or Capture Method
Source
Secondary Source
Date Registered
Interested in City
Interested in Price
Interested in MLS#
Primary Address - Street
Primary Address - City
Primary Address - State/Province
Primary Address - Zip/Postal
Assign to Agent Email
Note
Assign to Agent ID
Tags (Multiple)
Update Lead
Triggers when a lead is updated.
Try ItLeadIdRequired
First NameRequired
Last Name
EmailRequired
Phone
ExternalId
Description
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItEmail
First Name
Last Name
Primary Address - Street
Primary Address - City
Primary Address - State/Province
Primary Address - Zip/Postal
Note
Logged Call Type
Logged Call Resoluton
Logged Call Note
