BatchLeads + kvCORE
Create new kvCORE contacts when properties are skip traced in BatchLeads
Speed up your lead management process with this automation that activates when a new contact with a phone number is traced on BatchLeads. It promptly creates a new contact in your kvCORE app, making sure you never miss a potential client. This workflow eases your admin load and allows you to focus on maximizing customer interaction. Enjoy seamless lead tracing and contact creation.
Speed up your lead management process with this automation that activates when a new contact with a phone number is traced on BatchLeads. It promptly creates a new contact in your kvCORE app, making sure you never miss a potential client. This workflow eases your admin load and allows you to focus on maximizing customer interaction. Enjoy seamless lead tracing and contact creation.
- When this happens...Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Try ItNew Property Added
Triggers when a new property is added.
Try ItProperty Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Try ItFrom Date
Try It
From Date
Try ItProperty Is Opted Out
Triggers when a property is Opted out.
Try ItProperty Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Try ItSMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Try It
