Create new Keller Williams Command contacts or leads from new kvCORE leads
When a new lead comes in through kvCORE, streamline your contact management by setting up this workflow. It directly creates a contact or lead in your Keller Williams Command system. This process ensures no lead slips through the cracks and your team can act on new opportunities the moment they appear. Perfect for real estate members, this automation helps increase efficiency and maximize productivity.
When a new lead comes in through kvCORE, streamline your contact management by setting up this workflow. It directly creates a contact or lead in your Keller Williams Command system. This process ensures no lead slips through the cracks and your team can act on new opportunities the moment they appear. Perfect for real estate members, this automation helps increase efficiency and maximize productivity.
- When this happens...New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create Contact or Lead
Creates a new contact.
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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)
Create Contact or Lead
Creates a new contact.
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
Create MC Recruits
Creates a new MC recruit.