Cloud Attract + kvCORE
Create kvCORE contacts from new Cloud Attract leads
Efficiently manage your new leads from Cloud Attract by seamlessly adding them as contacts in kvCORE. This workflow is designed to make your lead management process more streamlined and organized, so you can focus on engaging with potential clients and growing your business. With this automation in place, you won't have to manually transfer lead information between platforms, saving you time and ensuring consistent data across your systems.
Efficiently manage your new leads from Cloud Attract by seamlessly adding them as contacts in kvCORE. This workflow is designed to make your lead management process more streamlined and organized, so you can focus on engaging with potential clients and growing your business. With this automation in place, you won't have to manually transfer lead information between platforms, saving you time and ensuring consistent data across your systems.
- When this happens...New Lead
Triggers when a new lead is captured.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Lead
Triggers when a new lead is captured.
Try ItNew 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
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)
