kvCORE + LeadConnector
Manage new kvCORE campaign actions by adding or updating opportunities in LeadConnector
Boost efficiency in managing your leads with this automated workflow. When a Campaign Action is initiated in the kvCORE app, it will seamlessly add or update an Opportunity in the LeadConnector app. This automation streamlines your lead management process, keeping your opportunities up-to-date and enabling you to make the most of your marketing efforts.
Boost efficiency in managing your leads with this automated workflow. When a Campaign Action is initiated in the kvCORE app, it will seamlessly add or update an Opportunity in the LeadConnector app. This automation streamlines your lead management process, keeping your opportunities up-to-date and enabling you to make the most of your marketing efforts.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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)
In PipelineRequired
Moved to Stage
Try ItFirst 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
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
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
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)
