CINC + kvCORE Integrations
How to connect CINC + kvCORE
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Agent AssignedTriggers when an agent is assigned.Trigger- Label AppliedTriggers when a label is applied.Trigger
- New InquiryTriggers when new inquiry was requested.Trigger
- New LeadTriggers when a new lead is added.Trigger
- Note AppliedTriggers when a note is applied.Trigger
- Pipeline Stage ChangedTriggers when a pipeline stage is applied.Trigger
- Trashed LeadTriggers when a lead is trashed.Trigger
- Lead Details UpdatedTriggers when a lead's information is updated. I,E changing a lead's phone number.Trigger
- CINC
Creates a new lead.
Scheduled
Action
- CINC
Adds a note to a lead in the CINC CRM.
Scheduled
Action
- CINC
Create a saved search in CINC based on lead search data.
Scheduled
Action
- CINC
Updates existing lead in the CINC CRM.
Scheduled
Action
- CINC
Trashes a lead in the CINC CRM.
Scheduled
Action
- CINC
Call this to verify an already confirmed lead source by form id.
Scheduled
Action
- kvCORE
Triggers when a campaign action runs for a specific Zap ID.
Instant
Trigger
- kvCORE
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Instant
Trigger
- kvCORE
Creates a new contact within an account, optionally assigned to an agent.
Scheduled
Action
- kvCORE
Updates a new contact within an account.
Scheduled
Action
How CINC + kvCORE Integrations Work
- Step 1: Authenticate CINC and kvCORE.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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