ClickUp + kvCORE
Create tasks in ClickUp for new leads in kvCORE
Enhance your lead management strategy with this straightforward process. When kvCORE captures a new lead, ClickUp instantly creates a corresponding task. This seamless linkage ensures every lead is tracked efficiently through your sales pipeline, making sure no opportunity slips through the cracks.
Enhance your lead management strategy with this straightforward process. When kvCORE captures a new lead, ClickUp instantly creates a corresponding task. This seamless linkage ensures every lead is tracked efficiently through your sales pipeline, making sure no opportunity slips through the cracks.
- When this happens...New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create Task
Creates a new task.
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Campaign Zap IDRequired
Try ItFirst 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)
WorkspaceRequired
Try ItWorkspaceRequired
Try It
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItEmail
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
WorkspaceRequired
Try ItWorkspaceRequired
Try It
