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Compass + kvCORE

Create new Compass leads from fresh kvCORE leads

Effortlessly manage your leads by connecting kvCORE to Compass. With this workflow, every time you get a new lead in kvCORE, it will automatically create a new lead in Compass, ensuring a seamless and efficient process. Save time and stay organized by keeping your leads in sync between the two platforms.

Effortlessly manage your leads by connecting kvCORE to Compass. With this workflow, every time you get a new lead in kvCORE, it will automatically create a new lead in Compass, ensuring a seamless and efficient process. Save time and stay organized by keeping your leads in sync between the two platforms.

  1. When this happens...
    kvCOREkvCORE
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    TriggerInstant
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Campaign Zap IDRequired

    Trigger
    Instant
    Try It
    • 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)

    Action
    Write
    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Tags

    Action
    Write
  • kvCORE triggers, actions, and search

    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
compass-da26590 logo
compass-da26590 logo

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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kvcore logo
kvcore logo

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

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