How to connect K Factors + AgentLocator
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
Update Lead
Triggers when a lead is updated.
Try ItLeadIdRequired
First NameRequired
Last Name
EmailRequired
e.g johndoe@email.com
Phone
Use format +xx xxx xxxx
ExternalId
Description
Incoming lead description
Widget idRequired
From date
To date
New Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last Name
EmailRequired
e.g johndoe@email.com
Phone
Use format +xx xxx xxxx
Source
Incoming lead source system
Lead Type
e.g Agent, Broker, Buyer, etc
Pipeline
Default pipeline value for incoming lead
Tags
Default tags for incoming lead
Site
Default CMS site for incoming lead
Status
e.g Contacted, Qualified, Converted, etc
Timestamp
Description
How K Factors + AgentLocator Integrations Work
- Step 1: Authenticate K Factors and AgentLocator.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.
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Related categories
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