Update kvCORE contacts whenever new leads are added in Kaydoh
When a new lead is added into the Kaydoh app, this automation upgrades the corresponding contact information in the kvCORE app. It keeps you updated on every bite-sized development and paves the way for efficient lead management. This workflow takes care of the minutiae so you can focus on turning potentials into profits.
When a new lead is added into the Kaydoh app, this automation upgrades the corresponding contact information in the kvCORE app. It keeps you updated on every bite-sized development and paves the way for efficient lead management. This workflow takes care of the minutiae so you can focus on turning potentials into profits.
- When this happens...New Leads
Triggers when a new lead is generated.
- automatically do this!Update Contact
Updates a new contact within an account.
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New Leads
Triggers when a new lead is generated.
Try ItNew 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
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)