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.
- When this happens...New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!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 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- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling
- 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- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling
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.
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