Communities CRM + kvCORE
Communities CRM + kvCORE
Communities CRM + kvCORE integrations
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.
- When this happens...New LeadTriggers 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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More things you can do with Communities CRM and kvCORE
Discover other triggers and actions you can use with Communities CRM and kvCORE
- New Lead
Triggers when a new lead was created inside Rainmaker.
Try ItTriggerPolling - Droplet NameRequired
ActionWrite- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - Email
- 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
ActionWrite
- Update Lead
Triggers when a lead was updated inside the Rainmaker.
Try ItTriggerPolling - Campaign Zap IDRequired
Try ItTriggerInstant- First 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)
ActionWrite
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