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kvCORE + LEX Reception

Create new kvCORE contacts from new messages in LEX Reception

Keep your kvCORE contact list updated effortlessly with this streamlined workflow. When a new message is received in LEX Reception, a new contact will be instantly created in kvCORE. This allows you to efficiently track and manage your communications, saving you time and improving your business interactions.

Keep your kvCORE contact list updated effortlessly with this streamlined workflow. When a new message is received in LEX Reception, a new contact will be instantly created in kvCORE. This allows you to efficiently track and manage your communications, saving you time and improving your business interactions.

  1. When this happens...
    LEX ReceptionLEX Reception
    New Message

    Triggers when a new message is taken.

    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?
  • LEX Reception triggers, actions, and search

    New Message

    Triggers when a new message is taken.

    Trigger
    Instant
    Try It
  • kvCORE triggers, actions, and search

    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • Email

    • 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

    Action
    Write
    • Campaign Zap IDRequired

    Trigger
    Instant
    Try It
    • First 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)

    Action
    Write
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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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Related categories

  • CRM (Customer Relationship Management)

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lex-reception logo

About LEX Reception

LEX Reception is a 24/7 legal reception dedicated to giving lawyers more time.

Related categories