Certileads + kvCORE integrations
Create new kvCORE contacts from new Certileads leads
Streamline your contact management process with this seamless workflow. Whenever a new lead surfaces in Certileads, their details promptly generate a new contact in kvCORE. This smart mechanism eradicates the need for manual entry, reducing error risks and preserving valuable time. Ideally suited for real estate businesses, it cultivates potential client relationships while simplifying operations.
- When this happens...New LeadTriggers when a New Lead is delivered.
- automatically do this!Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
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More things you can do with Certileads and kvCORE
Discover other triggers and actions you can use with Certileads and kvCORE
- New Lead
Triggers when a New Lead is delivered.
Try ItTriggerInstant - New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - 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
ActionWrite
- Campaign Zap IDRequired
Try ItTriggerInstant- 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)
ActionWrite
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