kvCORE

CRM (Customer Relationship Management)

Create and update kvCORE contacts when new leads are added

Effortlessly maintain up-to-date contact information in kvCORE with this seamless workflow. When a new lead is added to kvCORE, their contact information is updated in the system, ensuring that all records remain accurate and easily accessible. Save time and reduce manual data entry, allowing you to focus on more important aspects of your business.

Effortlessly maintain up-to-date contact information in kvCORE with this seamless workflow. When a new lead is added to kvCORE, their contact information is updated in the system, ensuring that all records remain accurate and easily accessible. Save time and reduce manual data entry, allowing you to focus on more important aspects of your business.

  1. When this happens...
    kvCOREkvCORE
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    TriggerInstant
  2. automatically do this!
    kvCOREkvCORE
    Update Contact

    Updates a new contact within an account.

    ActionWrite
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Supported triggers and actions

  • kvCORE triggers, actions, and search

    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

    • Primary Address - Zip/Postal

    • Note

    • Logged Call Type

    • Logged Call Resoluton

    • Logged Call Note

    Action
    Write
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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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