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kvCORE + LionDesk

Create new kvCORE contacts from new LionDesk contacts

Create seamless connections between your LionDesk and kvCORE apps with this helpful workflow. Once set up, whenever a new contact is added in LionDesk, this workflow will simultaneously create a new contact in kvCORE. This ensures efficient data-sharing between the two platforms, saving you from manual data entry and keeping your contacts up-to-date across both platforms.

Create seamless connections between your LionDesk and kvCORE apps with this helpful workflow. Once set up, whenever a new contact is added in LionDesk, this workflow will simultaneously create a new contact in kvCORE. This ensures efficient data-sharing between the two platforms, saving you from manual data entry and keeping your contacts up-to-date across both platforms.

  1. When this happens...
    LionDeskLionDesk
    New Contact

    Triggers when a new contact is added to your LionDesk account.

    TriggerScheduled
  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?
  • LionDesk triggers, actions, and search

    New Contact

    Triggers when a new contact is added to your LionDesk account.

    Trigger
    Scheduled
    Try It
    • Contact's LionDesk idRequired

    • Remove existing tags?

    • Tags

    • Tag options

    Action
    Write
    • LionDesk IdRequired

    • CampaignRequired

    Action
    Write
    • Email

    • Phone number

    • LiondDesk id

    Action
    Search
    • LionDesk idRequired

    • Comment descriptionRequired

    Action
    Write
    • First NameRequired

    • Last Name

    • Primary Email

    • Contact Hotness

    • Contact Source

    • Contact Tags

    • Mobile Phone

    • Home Phone

    • Office Phone

    • Company

    • Birthday

    • Type of address

    • Address 1

    • Address 2

    • City

    • State

    • Zip code

    • Comments

    • Campaign

    • Lead

    • Lead Source

    • Distribute Lead

    Action
    Write
    • Contact's LionDesk idRequired

    • HotnessRequired

    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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Related categories

  • CRM (Customer Relationship Management)

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liondesk-crm logo

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