Create or update Dubb contacts when new kvCORE campaign actions occur
Make your communications process smooth and efficient. This workflow launches when an event is recorded in the kvCORE app, creating or updating a contact within the Dubb app. It's an automatic solution to ensure crucial client data from your campaigns are transferred promptly to your video communication platform, speeding up your response times and keeping your contact database up-to-date.
Make your communications process smooth and efficient. This workflow launches when an event is recorded in the kvCORE app, creating or updating a contact within the Dubb app. It's an automatic solution to ensure crucial client data from your campaigns are transferred promptly to your video communication platform, speeding up your response times and keeping your contact database up-to-date.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- automatically do this!Create or Update Contact
Creates a new contact or update if email/mobile already exists.
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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)
New Contact
Lists the contacts.
Try ItTypesRequired
User Scope
Try It
New 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
FormRequired
Try ItEmail
First Name
Last Name
Company
Title
Phone
Mobile
Tags