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Dotloop + kvCORE

Dotloop + kvCORE

Dotloop + kvCORE integrations

Create new kvCORE contacts every time a new loop is added in Dotloop

When a new loop is created in Dotloop, this workflow seamlessly adds these details as a new contact in your kvCORE platform. It provides a hassle-free way to manage your real estate transactions by ensuring that all potential client information from Dotloop is instantly available in kvCORE. This automation aids in improving your client communication and sales pipeline management, reducing manual data entry.

  1. When this happens...
    New Loop
    New Loop
    New LoopTriggers when a new loop is created.
  2. automatically do this!
    Create Contact (Post)
    Create Contact (Post)
    Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
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More things you can do with Dotloop and kvCORE

Discover other triggers and actions you can use with Dotloop and kvCORE

    • Profile
      Required
    Trigger
    Polling
    Try It
    • 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
    • Profile
      Required
    • Loop Name
      Required
    • TransactionType
      Required
    • Template
    • StreetName
    • StreetNumber
    • Unit
    • City
    • State
    • ZipCode
    • County
    • Country
    • MLS Property ID
    • MLS ID
    • Your Agent MLS ID
    • NRDS ID
    Action
    Write
  • kvCORE triggers, actions, and 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
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About Dotloop
Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.
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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.
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Related Zap Templates

  • Create loops in Dotloop for new campaign actions in kvCORE

 

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