iNCOM Canada + kvCORE
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.
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 Lead
Triggers 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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New Lead
Triggers when a new lead or contact is created.
Try ItFirst NameRequired
Last Name
EmailRequired
Phone
Postal code
City
state
Lead Notes
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
Existing Lead Activity
Triggers when an existing lead or contact takes new action on the website.
Try ItCampaign 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)
