Contactually + kvCORE Integrations

How to connect Contactually + kvCORE

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Supported triggers and actions

What does this mean?

New Bucketed Contact
Triggered when a contact is added to the specified bucket.
Trigger
Scheduled
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Bucket Contact
Add the contact to a bucket.
Action
Write
Create/Update Contact
Creates a new contact or updates an existing contact.
Action
Write
Create Interaction
Creates a new interaction for with a contact.
Action
Write

Bucket Partner User's Contact
Adds a partner user's contact to a bucket.
Action
Write
Create Partner User's Contact
Creates a new contact for the given partner user.
Action
Write

Create Partner User Contact's Interaction
Creates a new partner user contact's interaction for with a contact.
Action
Write

Contactually
Creates a note for a partner user's contact.
Scheduled
Action
Contactually
Creates a user under the current partner (requires permissions).
Scheduled
Action
Contactually
Create a new Task.
Scheduled
Action
Contactually
Finds an existing bucket.
Scheduled
Action
Contactually
Finds an existing contact by their email address.
Scheduled
Action
Contactually
Finds all of partner user's buckets.
Scheduled
Action
Contactually
Finds a partner's users.
Scheduled
Action
kvCORE
Triggers when a campaign action runs for a specific Zap ID.
Instant
Trigger
kvCORE
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Instant
Trigger
kvCORE
Creates a new contact within an account, optionally assigned to an agent.
Scheduled
Action
kvCORE
Updates a new contact within an account.
Scheduled
Action

How Contactually + kvCORE Integrations Work

Step 1: Authenticate Contactually and kvCORE.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Contactually + kvCORE

About Contactually

Grow your most important asset, relationships, and enhance your real estate work with Contactually’s CRM that brings together your email and contacts, helps you know when to reach out to individuals, and maintain your relationships with direct and automated messages.