HappyForms + kvCORE
Create new contacts in kvCORE from new activities in HappyForms
Initiate a seamless flow of information from your HappyForms to kvCORE with this efficient workflow. Every time there's a new activity in HappyForms, a contact will be instantly created in your kvCORE, thus saving you efforts and reducing manual data entry. Streamline your process, boost productivity, and keep information at your fingertips with this effortless integration.
Initiate a seamless flow of information from your HappyForms to kvCORE with this efficient workflow. Every time there's a new activity in HappyForms, a contact will be instantly created in your kvCORE, thus saving you efforts and reducing manual data entry. Streamline your process, boost productivity, and keep information at your fingertips with this effortless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Activity
Triggers when a new activity is created.
Try ItNew 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
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)
