Copper + kvCORE
Create or update Copper leads whenever new leads are triggered in kvCORE
Streamline your lead management process with this workflow. When new leads come in through kvCORE, this setup will create or update those leads in Copper, keeping all your lead information up-to-date and in one place. This automation saves you the manual work and helps maintain an accurate record of your sales leads.
Streamline your lead management process with this workflow. When new leads come in through kvCORE, this setup will create or update those leads in Copper, keeping all your lead information up-to-date and in one place. This automation saves you the manual work and helps maintain an accurate record of your sales leads.
- When this happens...New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
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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)
Entity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
Try It
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
New Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try It
