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Certileads + kvCORE

Certileads + kvCORE

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a New Lead is delivered.
  2. automatically do this!
    Create Contact (Post)
    Create Contact (Post)
    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

  • Certileads triggers, actions, and search
    New Lead

    Triggers when a New Lead is delivered.

    Trigger
    Instant
    Try It
  • 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
    • Campaign Zap ID
      Required
    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
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About Certileads
Certileads facilitates connections between Real Estate Agents and individuals looking to buy or sell homes in the United States.
Related categories
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About kvCORE
KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.
Related categories
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