Chatbase + kvCORE
Chatbase + kvCORE
Chatbase + kvCORE integrations
Create new kvCORE contacts from Chatbase form submissions
Transform your Chatbase form submissions into valuable connections in kvCORE instantly with this workflow. Whenever a new submission is made in Chatbase, this automation creates a new contact in kvCORE, saving you time and ensuring no potential leads fall through the cracks. It's an efficient tool for anyone looking to streamline their customer relationship management process.
- When this happens...Form SubmissionTriggers when a form is submitted.
- 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 Chatbase and kvCORE
Discover other triggers and actions you can use with Chatbase and kvCORE
- Chatbot IDRequired
Try ItTriggerInstant- 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
- MessageRequired
- Chatbot IDRequired
- Model
- Conversation ID
ActionWrite- 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
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