Calendly + kvCORE
Create new kvCORE contacts when new Calendly invitees are created
Create a seamless workflow where a new invitee in Calendly instantly becomes a contact in kvCORE. This automation helps to ensure you never miss following up with new guests, saving you time and improving your productivity. Enhance your customer management efficiency by letting the system handle the transfer of information.
Create a seamless workflow where a new invitee in Calendly instantly becomes a contact in kvCORE. This automation helps to ensure you never miss following up with new guests, saving you time and improving your productivity. Enhance your customer management efficiency by letting the system handle the transfer of information.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
- Free forever for core features
- 14 day trial for premium features & apps
Webhook subscription scopeRequired
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)
Webhook subscription scopeRequired
Try ItNew 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
