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.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Message
Triggers when a new message is taken.
Try ItNew 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
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)