Emma + kvCORE

Create new Emma members from new kvCORE leads

Streamline your lead management process with this simple workflow. When a new lead is added in kvCORE, this automation will simultaneously generate a new member in your Emma software. This ensures all leads are instantly and consistently added to your Emma member list, giving you more time to focus on your marketing strategy and interaction with potential clients. Increase your efficiency and say goodbye to time-consuming data entry tasks.

Streamline your lead management process with this simple workflow. When a new lead is added in kvCORE, this automation will simultaneously generate a new member in your Emma software. This ensures all leads are instantly and consistently added to your Emma member list, giving you more time to focus on your marketing strategy and interaction with potential clients. Increase your efficiency and say goodbye to time-consuming data entry tasks.

  1. When this happens...
    kvCOREkvCORE
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    TriggerInstant
  2. automatically do this!
    EmmaEmma
    Create Member

    Create a new contact.

    ActionWrite
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Supported triggers and actions

  • 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
  • Emma triggers, actions, and search

    Group Created

    Triggers when a new member group is created.

    Trigger
    Instant
    Try It
emma logo
emma logo

About Emma

Grow your business with smart, stylish email marketing campaigns.

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  • Email Newsletters

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kvcore logo
kvcore logo

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Related categories

  • CRM (Customer Relationship Management)

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