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.
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 Import
Triggered 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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New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Try ItCSV File: Header and Data Rows (Separate column values for each row with commas)Required
CSV Filename (optional)
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
New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
Try ItCampaign 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)
