Create new kvCORE contacts from kvCORE campaign actions
When a campaign action occurs within kvCORE, this workflow instantly creates a new contact record within the same app. By automating this process, time is saved and data entry errors are reduced. This workflow streamlines your marketing campaign process to ensure that new contacts from your campaigns are captured efficiently and accurately in kvCORE.
When a campaign action occurs within kvCORE, this workflow instantly creates a new contact record within the same app. By automating this process, time is saved and data entry errors are reduced. This workflow streamlines your marketing campaign process to ensure that new contacts from your campaigns are captured efficiently and accurately in kvCORE.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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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)
New 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
