BizConnect + kvCORE
Create new contacts in kvCORE from BizConnect's new contacts
Easily streamline your contact management process with this workflow. When a new contact is added in BizConnect, it will automatically create a contact in kvCORE, saving you time and ensuring that all your contact information stays in sync across both platforms. Stay organized and focus on building relationships without the hassle of manual data entry.
Easily streamline your contact management process with this workflow. When a new contact is added in BizConnect, it will automatically create a contact in kvCORE, saving you time and ensuring that all your contact information stays in sync across both platforms. Stay organized and focus on building relationships without the hassle of manual data entry.
- When this happens...New Contact
Triggers when a new contact 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 Contact
Triggers when a new contact is created.
Try ItCampaign 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)
First NameRequired
Last Name
Email
Company Name
Job Title
Mobile Numbers
Phone Numbers
Fax
PO Box
Address
Postal(ZIP) Code
City
State
Country
Website
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
