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HappyForms + kvCORE

HappyForms + kvCORE

HappyForms + kvCORE integrations

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.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
    TriggerInstant
  2. automatically do this!
    Create Contact (Post)
    Create Contact (Post)
    Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
    ActionWrite
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More things you can do with HappyForms and kvCORE

Discover other triggers and actions you can use with HappyForms and kvCORE

  • HappyForms triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    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
    • 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
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About HappyForms
HappyForms helps you to grow customer interactions through better forms, sign-ups, surveys, polls and checkouts for WordPress.
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Related categories
Forms & Surveys
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kvcore logo
kvcore logo
About kvCORE
KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier