EasyCSV + kvCORE
EasyCSV + kvCORE
Import new spreadsheet rows from EasyCSV to create contacts in kvCORE
Streamline your contact management process with this seamless workflow. When a new row is imported in your EasyCSV spreadsheet, it instantly creates a new contact in your kvCORE system, keeping your data up-to-date and organized. This automatic process not only saves valuable time but also enhances data accuracy by reducing the chances of manual entry errors. Stay on top of your customer base, enhance communication and boost your productivity effortlessly with this workflow.
- When this happens...New Spreadsheet Row ImportTriggered for every row/record in a spreadsheet being imported.
- automatically do this!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 EasyCSV and kvCORE
Discover other triggers and actions you can use with EasyCSV and kvCORE
- New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Try ItTriggerInstant - CSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)Required
- CSV Filename (optional)
ActionWrite- Campaign Zap IDRequired
Try ItTriggerInstant- 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)
ActionWrite
- New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
Try ItTriggerInstant - CSV FileRequired
- File Includes Headers?Required
ActionWrite- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - 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
ActionWrite
