Create tasks in Any.do Personal for new kvCORE leads
Easily manage your newly acquired leads from kvCORE by creating tasks in Any.do Personal with this seamless workflow. Once a new lead is added to kvCORE, a task will be instantly created in your Any.do Personal app, making sure you stay on track and never miss an opportunity to close a deal. Simplify your lead management and task organization process with this efficient automation.
- When this happens...New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create TaskCreates a new task.
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More things you can do with kvCORE and Any.do Personal
Discover other triggers and actions you can use with kvCORE and Any.do Personal
- Campaign Zap IDRequired
Try ItTriggerInstant- First 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)
ActionWrite- List NameRequired
ActionWrite
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - Email
- 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
ActionWrite- ListRequired
Try ItTriggerPolling- ListRequired
- TitleRequired
- Due Date
- Set Reminder?
- Note
ActionWrite
Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.
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