Customers.ai + kvCORE

Customers.ai + kvCORE integrations

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.

When this happens...
Connection Widget ReachedTriggers when a Connection Widget is reached in a Dialogue.
TriggerInstant
automatically do this!
Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
ActionWrite

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More things you can do with Customers.ai and kvCORE

Discover other triggers and actions you can use with Customers.ai and kvCORE

- Trigger Name
  Required
Trigger
Instant
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- Attribute_name
  Required
Trigger
Instant
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- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Lookup Attribute
  Required
- Lookup Value
  Required
Action
Write
- Attribute Name
  Required
- Attribute Value
  Required
Action
Search

- Recipient ID
  Required
Action
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

New Contact
Triggers when a new contact is added to your page.
Trigger
Instant
Try It
- Automation ID
  Required
- Phone Number or Email
  Required
- Full Name
- First Name
- Last Name
Action
Write
- Recipient ID
  Required
- Message
  Required
- Messaging Type
- Tag
Action
Write
- ID
  Required
Action
Search
- First Name
- Last Name
Action
Search
- Campaign Zap ID
  Required
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

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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Related categories

Marketing Automation

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About kvCORE

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier