AtClosing + kvCORE
AtClosing + kvCORE
AtClosing + kvCORE integrations
Create new kvCORE contacts from new AtClosing leads
Generate more streamlined and efficient workflows with this automation. When a new lead appears in your AtClosing app, this workflow will then create a corresponding contact in your kvCORE app. Save time and enhance productivity by having your customer data instantly and seamlessly organized, ensuring that no potential lead slips between the cracks. Minimize manual data entry and maximize efficiency by integrating your AtClosing and kvCORE apps.
- When this happens...New LeadTriggers 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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More things you can do with AtClosing and kvCORE
Discover other triggers and actions you can use with AtClosing and kvCORE
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - 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
- 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
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