Create new kvCORE contacts from new leads in CINC
Easily manage your new prospective clientele with this streamlined workflow. Whenever a new lead surfaces in your CINC application, it instantly appears in kvCORE as well. This process ensures seamless lead management by eliminating manual data entry. Keep your business organized and efficient with this solution.
Easily manage your new prospective clientele with this streamlined workflow. Whenever a new lead surfaces in your CINC application, it instantly appears in kvCORE as well. This process ensures seamless lead management by eliminating manual data entry. Keep your business organized and efficient with this solution.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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