Customers.ai + kvCORE
Create new kvCORE contacts when widgets are reached in Customers.ai
Boost your kvCORE contacts with this instant workflow. When a customer reaches the connection widget inside Customers.ai, a new contact is immediately created in your kvCORE app. This seamless process helps you stay updated, improving your client management and engagement initiatives. Use this effortless automation to leverage your customer interactions effectively.
Boost your kvCORE contacts with this instant workflow. When a customer reaches the connection widget inside Customers.ai, a new contact is immediately created in your kvCORE app. This seamless process helps you stay updated, improving your client management and engagement initiatives. Use this effortless automation to leverage your customer interactions effectively.
- When this happens...Connection Widget Reached
Triggers when a Connection Widget is reached in a Dialogue.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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Trigger NameRequired
Try ItAttribute NameRequired
Try ItPhone Number or EmailRequired
Full Name
First Name
Last Name
Lookup AttributeRequired
Lookup ValueRequired
New Contact
Triggers when a new contact is added to your page.
Try ItAutomation IDRequired
Phone Number or EmailRequired
Full Name
First Name
Last Name
Recipient IDRequired
MessageRequired
Messaging Type
Tag
IDRequired
