kvCORE + Lofty
Update leads in Chime when new leads are generated in kvCORE
When a new lead is detected in kvCORE, this workflow updates the lead's information in the Chime platform. This seamless process ensures that your Chime database stays up-to-date with minimal intervention, saving you time and improving accuracy. Experience streamlined lead management, letting you focus on growing relationships and closing deals.
When a new lead is detected in kvCORE, this workflow updates the lead's information in the Chime platform. This seamless process ensures that your Chime database stays up-to-date with minimal intervention, saving you time and improving accuracy. Experience streamlined lead management, letting you focus on growing relationships and closing deals.
- 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!Update Lead
Updates an existing lead.
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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)
SegmentRequired
Try ItNew Transaction
New transaction trigger
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
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It
