Jotform + Real Geeks + kvCORE Integrations

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Do even more with Jotform + Real Geeks + kvCORE

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Jotform, Real Geeks, and kvCORE. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
  Select a form to assign
- Asignee emailRequired
  Enter your assignee’s email address
- Invitation Message
  Include an invitation message
- Assignee Permission
  Let assignees submit only, submit and view submissions later, or submit and edit submissions later
Action
Write
- Select a formRequired
  Select a form to create submissions for
Action
Write
- Api Docs Info
  API docs for Jotform are located here http://api.jotform.com/docs/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- SiteRequired
  Choose which site to send new leads to.
- Agent
  Agent to assign this lead and not use Round-Robin in the Lead Manager. Leave is blank to use your assignment configuration from the Lead Manager.
- SourceRequired
  Source indicates where this lead was generated. To add a new source visit: https://leads.realgeeks.com/settings/customize.
- Type
  Indicate if this lead is buying or selling.
- First Name
- Last Name
- Phone Number
- Email Address
- Address
  Full address. If you have separate address components use the other fields: Street Address, City, State and Zip Code.
- Street Address
  Street name and number.
- City
- State
- Zip Code
- Contact Message
- Notes
  Important Notes.
- Region
  Is used by some sources to help destinations do geographic round-robin lead assignment. Lead Manager CRM displays this value as “Area”. The website sends the area of the first search.
Action
Write

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
  Formatted in 2-letter format (ie. CA, AZ, AK, etc).
- Primary Address - Zip/Postal
- Note
  Additional information that will be added to the lead/contact record and log in the timeline.
- Logged Call Type
  Outbound or Inbound call (required if logging a new call).
- Logged Call Resoluton
  Select a call resolution.
- Logged Call Note
  Adds a note to the logged call.
Action
Write

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
  Select a form to assign
- Assignee emailRequired
  Enter your assignee’s email address
- Invitation Message
  Include an invitation message
- Prefilled Field Permissions
  Make pre-populated fields read only or editable
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- SiteRequired
  Site where leads will come from.
Trigger
Instant
Try It
- Campaign Zap IDRequired
  Copy this from you campaign action (Example: 11aa22bb-44cc-55dd-66ee-777777ffffff).
Trigger
Instant
Try It
- First Name
- Lead Type
  Type of lead. Options are 'Buyer', 'Seller', 'Both', 'Renter'.
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
  The status the lead/contact should have when entered into the IRE CRM. Default is New. The status must match a status available in your IRE CRM system.
- Form or Capture Method
  Name of the form or method used to capture a lead (ie. Home Value Form).
- Source
- Secondary Source
  Additional source information for your lead or contact (ie. campaign level information, etc).
- Date Registered
  The date the lead/contact was created or registered with you. This is common date format (ie. 2/15/2016), and is only needed if the date should be different from the date the lead/contact is processed.
- Interested in City
- Interested in Price
- Interested in MLS#
  The MLS# of a listing the lead/contact is interested in, to be added to the contact's profile as a favorite.
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
  Formatted in 2-letter format (ie. CA, AZ, AK, etc).
- Primary Address - Zip/Postal
- Assign to Agent Email
  The email of the agent to assign the lead/contact to in the kvCORE CRM. The email must match the Agent's name on file in the CRM. You can alternatively use the Assigned Agent ID instead of this field.
- Note
  Additional information that will be added to the lead/contact record and log in the timeline.
- Assign to Agent ID
  The IRE system ID of the agent to assign the lead/contact to in the IRE CRM. The ID must match the Agent's ID on file in the CRM. You can alternatively use the Assigned Agent Name instead of this field.
- Tags (Multiple)
  This is a tag or set of tags to add to a lead or contact. Multiple values must be separated by a pipe character ( | ).
Action
Write

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How to connect Jotform + Real Geeks + kvCORE

Step 1: Authenticate Jotform, Real Geeks, and kvCORE.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Jotform + Real Geeks + kvCORE

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

About Real Geeks

Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.

Learn more

Related categories

CRM (Customer Relationship Management)

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Related categories

CRM (Customer Relationship Management)

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Jotform + Real Geeks + kvCORE Integrations

Jotform + Real Geeks + kvCORE Integrations

Do even more with Jotform + Real Geeks + kvCORE

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Create Lead

SiteRequired

Agent

SourceRequired

Type

First Name

Last Name

Phone Number

Email Address

Address

Street Address

City

State

Zip Code

Contact Message

Notes

Region

New Lead

Update Contact

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

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

App Extensions (Beta)

Owner

App ExtensionRequired

New Lead

SiteRequired

Campaign Action

Campaign Zap IDRequired

Create Contact (Post)

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