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kvCORE + LeadConnector

Create KvCORE contacts from LeadConnector pipeline stage changes

Keep your kvCORE contact list updated with this automated workflow. Every time a pipeline stage changes in LeadConnector, a new contact will be created in kvCORE. Stay organized and ensure consistent tracking without manual data entry, allowing you to focus on nurturing leads and driving sales.

Keep your kvCORE contact list updated with this automated workflow. Every time a pipeline stage changes in LeadConnector, a new contact will be created in kvCORE. Stay organized and ensure consistent tracking without manual data entry, allowing you to focus on nurturing leads and driving sales.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    kvCOREkvCORE
    Create Contact (Post)

    Creates a new contact within an account, optionally assigned to an agent.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Country

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Select PipelineRequired

    • Select StageRequired

    • Assign to User

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    Action
    Write
    • CampaignRequired

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Lead Source

    • Notes

    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    Action
    Write
    • Assign to User

    • Task TitleRequired

    • Task DescriptionRequired

    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    • First Name

    • Last Name

    • Contact Phone

    • Contact Email

    Action
    Write
    • Campaign Zap IDRequired

    Trigger
    Instant
    Try It
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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.
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  • CRM (Customer Relationship Management)

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Related categories

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