IXACT Contact CRM + kvCORE integrations
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.
- When this happens...New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create ContactCreates a new Contact record
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More things you can do with kvCORE and IXACT Contact CRM
Discover other triggers and actions you can use with kvCORE and IXACT Contact CRM
- 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- 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
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- 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
ActionWrite
Related categories
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