Communities CRM + kvCORE
Create new kvCORE contacts from new leads in Communities CRM
Streamline your lead management process with this automatic workflow. When a new lead enters your Communities CRM, this automation promptly creates a contact post in your kvCORE app. This ensures timely engagement, better data management, and increases your chances of converting leads. Simplify your workflow, reduce manual data entry and focus more on fostering relationships with your prospects.
Streamline your lead management process with this automatic workflow. When a new lead enters your Communities CRM, this automation promptly creates a contact post in your kvCORE app. This ensures timely engagement, better data management, and increases your chances of converting leads. Simplify your workflow, reduce manual data entry and focus more on fostering relationships with your prospects.
- When this happens...New Lead
Triggers when a new lead was created inside Rainmaker.
- 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 was created inside Rainmaker.
Try ItDroplet NameRequired
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
Update Lead
Triggers when a lead was updated inside the Rainmaker.
Try ItCampaign 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)
