IXACT Contact CRM + kvCORE
Create new IXACT Contact CRM contacts from new kvCORE leads
Enhance your customer relationship management by setting up this workflow. When a new lead is detected in kvCORE, it instantly creates a contact in IXACT Contact CRM. This ensures that no potential customer goes unnoticed while streamlining the process of contact creation, saving you time and increasing productivity. This automation makes it easier to manage leads and maintain up-to-date records in your CRM.
Enhance your customer relationship management by setting up this workflow. When a new lead is detected in kvCORE, it instantly creates a contact in IXACT Contact CRM. This ensures that no potential customer goes unnoticed while streamlining the process of contact creation, saving you time and increasing productivity. This automation makes it easier to manage leads and maintain up-to-date records in your CRM.
- 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!Create Contact
Creates a new Contact record
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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)
First NameRequired
Last Name
Email
Company Name
Job Title
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Contact Status
Original Source
Groups
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
First NameRequired
Last Name
Email
Company Name
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Original Source
Groups
Notes
