Follow Up Boss + kvCORE
Organize new kvCORE leads by adding tags to contacts in Follow Up Boss
Effortlessly organize and manage your new leads with this kvCORE to Follow Up Boss automation. When a new lead is added in kvCORE, this workflow will tag the corresponding contact in Follow Up Boss, ensuring a seamless process for lead nurturing. Keep your contact list updated and never miss an opportunity to follow up on potential clients with this efficient and time-saving solution.
Effortlessly organize and manage your new leads with this kvCORE to Follow Up Boss automation. When a new lead is added in kvCORE, this workflow will tag the corresponding contact in Follow Up Boss, ensuring a seamless process for lead nurturing. Keep your contact list updated and never miss an opportunity to follow up on potential clients with this efficient and time-saving solution.
- When this happens...New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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Campaign 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)
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
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 Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It
