kvCORE + Lofty integrations
Create and manage kvCORE contacts from new Chime smart plan actions
Effortlessly manage your contacts by connecting Chime and kvCORE with this workflow. When a Smart Plan Action occurs in the Chime app, a new contact will be created in the kvCORE app, ensuring your contact information is always up-to-date and saving you manual data entry. Stay organized and efficient with this simple yet impactful automation.
- When this happens...Smart Plan ActionTrigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
- automatically do this!Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
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More things you can do with Lofty and kvCORE
Discover other triggers and actions you can use with Lofty and kvCORE
- SegmentRequired
Try ItTriggerInstant- New Transaction
New transaction trigger
Try ItTriggerInstant - Zap Trigger IDRequired
Try ItTriggerInstant- Update Transaction
Update transaction trigger
Try ItTriggerInstant
- PipelineRequired
Try ItTriggerInstant- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTriggerInstant - Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Try ItTriggerInstant - First Name
- Last Name
- Email
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
- Lead Type
- Lead Ownership Level
- Source
- Segment
- Tag
- Note
- Subscription - Smart Plans
- Subscription - Property Alert
- Subscription - Market Report
- Min Price (Buyer)
- Max Price (Buyer)
- Location (Deprecated)
- City (Buyer)
- State (Buyer)
- Zipcode (Buyer)
- Address (Buyer)
- Min Beds (Buyer)
- Min Baths (Buyer)
- timeFrame (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- timeFrame (Seller)
- Send Welcome Email
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
ActionWrite
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Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
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