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Microsoft Excel + kvCORE

Microsoft Excel + kvCORE

Microsoft Excel + kvCORE integrations

Add new rows in Microsoft Excel for every new lead in kvCORE

Easily manage your new leads from kvCORE by integrating with Microsoft Excel. Every time a new lead is noted in kvCORE, this process updates your Excel spreadsheet by adding a new row. This streamlined process ensures all crucial lead details are captured and efficiently sorted in Excel, alleviating any manual data entry.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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More things you can do with kvCORE and Microsoft Excel

Discover other triggers and actions you can use with kvCORE and Microsoft Excel

    • 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
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
  • 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
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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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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