Create new kvCORE contacts from new iNCOM Canada leads
Seamlessly transfer new leads from your iNCOM Canada app directly to your kvCORE account with this streamlined workflow. Once set up, each time a new lead is captured in iNCOM Canada, a corresponding contact will be created in kvCORE, ensuring you keep up to speed with your growing clientele without manually managing data between the two platforms. This process not only saves valuable time but greatly simplifies your customer relationship management.
- When this happens...New LeadTriggers when a new lead or contact is created.
- automatically do this!Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
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More things you can do with iNCOM Canada and kvCORE
Discover other triggers and actions you can use with iNCOM Canada and kvCORE
- New Lead
Triggers when a new lead or contact is created.
Try ItTriggerInstant - First NameRequired
- Last Name
- EmailRequired
- Phone
- Postal code
- City
- state
- Lead Notes
ActionWrite- 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
- Existing Lead Activity
Triggers when an existing lead or contact takes new action on the website.
Try ItTriggerInstant - 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




