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Callingly + kvCORE

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.

  1. When this happens...
    kvCOREkvCORE
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    TriggerInstant
  2. automatically do this!
    CallinglyCallingly
    Call Lead

    Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Campaign Zap IDRequired

    Trigger
    Instant
    Try It
    • 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)

    Action
    Write
    • Updated Field

    • Team

    • Filter

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    • CRM ID

    • Comments

    Action
    Write
  • kvCORE triggers, actions, and search

    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • Call Status

    • Lead Status

    • Team

    • Number

    Trigger
    Instant
    Try It
    • TeamRequired

    • First Name

    • Last Name

    • Phone NumberRequired

    • Scheduled TimeRequired

    • Email

    • Company

    • Category

    • Source

    • Lead Owner

    Action
    Write
callingly logo
callingly logo

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.
Learn more

Related categories

  • Phone & SMS
kvcore logo

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