kvCORE + Less Annoying CRM
Create new contacts in Less Annoying CRM from new leads in kvCORE
Streamline your customer relationship management with this efficient workflow. When a new lead emerges in kvCORE, a contact will be promptly created in the Less Annoying CRM. This process ensures that no potential customer is overlooked and your Less Annoying CRM remains updated with accurate information. Enjoy focusing more on building relationships and less on data entry with this automatic solution.
Streamline your customer relationship management with this efficient workflow. When a new lead emerges in kvCORE, a contact will be promptly created in the Less Annoying CRM. This process ensures that no potential customer is overlooked and your Less Annoying CRM remains updated with accurate information. Enjoy focusing more on building relationships and less on data entry with this automatic solution.
- 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
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)
Hook should trigger for actions taken by:Required
Try ItFormRequired
Hook should trigger for actions taken by:Required
Try It
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
Hook should trigger for actions taken by:Required
Try ItHook should trigger for actions taken by:Required
Try It
