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DeltaNet CRM + kvCORE

Create kvCORE contacts from new DeltaNet CRM leads

Effortlessly manage your leads by connecting DeltaNet CRM with kvCORE. When a new lead is added in DeltaNet CRM, this workflow will automatically create a contact in kvCORE, ensuring that none of your valuable prospects slip through the cracks. Stay organized and save time with this seamless integration.

Effortlessly manage your leads by connecting DeltaNet CRM with kvCORE. When a new lead is added in DeltaNet CRM, this workflow will automatically create a contact in kvCORE, ensuring that none of your valuable prospects slip through the cracks. Stay organized and save time with this seamless integration.

  1. When this happens...
    DeltaNet CRMDeltaNet CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    kvCOREkvCORE
    Create Contact (Post)

    Creates a new contact within an account, optionally assigned to an agent.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Processed/Unprocessed Lead

    • Request Type

    • Request Source

    • Customer Group

    • Showing Type

    • Assigned Agent

    • Office

    • Assignment Type

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • emailRequired

    • Cell Phone

    • Daytime phone

    • Evening Phone

    • Note

    Action
    Write
    • customer_emailRequired

    • Blog IdRequired

    Action
    Write
    • EmailRequired

    • Group IDRequired

    Action
    Write
    • Processed/Unprocessed request

    • Request Type

    • Request Source

    • Customer Groups

    • Showing Type

    • Assigned Agent

    • Office

    • Assignment Type

    Trigger
    Scheduled
    Try It
    • customer_emailRequired

    • NoteRequired

    • Date

    Action
    Write
    • Customer emailRequired

    • Start DateRequired

    • RepeatRequired

    • End Date

    • ActionRequired

    • Note

    Action
    Write
    • Start dateRequired

    • End dateRequired

    • Event TitleRequired

    • Event Info

    Action
    Write
deltanet-crm logo
deltanet-crm logo

About DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.
Help

Related categories

  • CRM (Customer Relationship Management)

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kvcore logo
kvcore logo

About kvCORE

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

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