Create calls in Callingly for new leads in kvCORE
Spark efficient communication with potent leads by uniting the powers of kvCORE and Callingly through this seamless workflow. Upon receiving a new lead in kvCORE, an immediate call is initiated in Callingly, aiding in timely connections that can enhance your business prospects. This automation paves the way to increased engagement with potential clients and effective follow-ups, ensuring that no opportunity slips through your fingers.
Spark efficient communication with potent leads by uniting the powers of kvCORE and Callingly through this seamless workflow. Upon receiving a new lead in kvCORE, an immediate call is initiated in Callingly, aiding in timely connections that can enhance your business prospects. This automation paves the way to increased engagement with potential clients and effective follow-ups, ensuring that no opportunity slips through your fingers.
- When this happens...New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
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Campaign 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)
Updated Field
Team
Filter
Try ItTeamRequired
First Name
Last Name
Phone NumberRequired
Email
Company
Category
Source
Lead Owner
CRM ID
Comments
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
Call Status
Lead Status
Team
Number
Try ItTeamRequired
First Name
Last Name
Phone NumberRequired
Scheduled TimeRequired
Email
Company
Category
Source
Lead Owner