How to connect crmgrow + kvCORE
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- Add ContactAdd a Contact into CRMGrow account.Action
- Add NoteAdd a note to contactAction
- Add TagAdd a new labelAction
- Assign AutomationAssign automation to a Contact.Action
- Create FollowupIt creates follow up to contact in CRMGrow.Action
- Send ImageSend image to a prospectAction
- Send PDFSend PDF to a prospectAction
- Send VideoSend Video to a prospectAction
- crmgrow
Update a Contact into CRMGrow account.
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 crmgrow + kvCORE Integrations Work
- Step 1: Authenticate crmgrow 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.
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