Fieldnotes + kvCORE
Create or update Fieldnotes contacts and post them in kvCORE
Boost your efficiency with this workflow that seamlessly keeps your contacts up-to-date across Fieldnotes and kvCORE. Whenever there's a fresh contact or an existing contact is updated in Fieldnotes, the changes are instantly reflected in kvCORE as a new contact. It takes the tedious task off your plate, enabling you to focus on client relationships and close deals faster.
Boost your efficiency with this workflow that seamlessly keeps your contacts up-to-date across Fieldnotes and kvCORE. Whenever there's a fresh contact or an existing contact is updated in Fieldnotes, the changes are instantly reflected in kvCORE as a new contact. It takes the tedious task off your plate, enabling you to focus on client relationships and close deals faster.
- When this happens...New or Updated Contact
Triggers when you add or update a contact.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New AI Status
Triggers when AI status of the contact is changed.
Try ItTime Duration (minutes)
Try ItNew or Updated Meeting Note
Triggers when you add or update a meeting note.
Try ItNew or Updated Transaction
Triggers when you add or update a transaction.
Try It
Time Duration (minutes)
Try ItNew Conversation
Triggers when the conversation is added.
Try ItTime Duration (minutes)
Try ItFirst NameRequired
Last Name
Spouse Name
Email
Profession
Birthday
Phone
Family Profile
Relationship Status
Referral Source
Current Address Or Neighborhood
Target Area Or Neighborhood
Buyer Or Seller
Goal
Target Price
Client Profile
Notes
Local
Preferred Communication Style
Alt Phone
Spouse Email
Spouse Phone
Alt Email
Group
Sphere Multi Select
Kids
Property Address
Property City
Property State
Property Zip
Label
Sphere
Special Wants And Needs
Bedroom
Bathroom
Referral
Lender
Spouse Birthday
Wedding Anniversary
Company
Other Date
Kid Name 1
Kid Birthday 1
Kid Phone 1
Kid Name 2
Kid Birthday 2
Kid Phone 2
Kid Name 3
Kid Birthday 3
Kid Phone 3
Kid Name 4
Kid Birthday 4
Kid Phone 4
Kid Name 5
Kid Birthday 5
Kid Phone 5
Contact Owner Email
