Create new kvCORE contacts from new Deluxer leads
Effortlessly streamline your lead management process with this workflow. When a new lead arrives in Deluxer, it instantly creates a new contact post in kvCORE. This automation ensures that your customer database is always up-to-date, allowing you more time to focus on engaging and converting those leads. Elevate your customer relationship management without giving up any extra time or effort.
Effortlessly streamline your lead management process with this workflow. When a new lead arrives in Deluxer, it instantly creates a new contact post in kvCORE. This automation ensures that your customer database is always up-to-date, allowing you more time to focus on engaging and converting those leads. Elevate your customer relationship management without giving up any extra time or effort.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Lead
Triggers when a New Lead is delivered.
Try ItNew 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
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)