kvCORE + LookBookLink
Create new kvCORE contacts from new leads in LookBookLink
Easily streamline your customer management process with this workflow between LookBookLink and kvCORE. Every time a new lead arises in LookBookLink, this automation will kick in and create a corresponding contact in kvCORE. It's a simple and efficient way to ensure you're always ready to engage with new potential customers and keep your networks updated.
Easily streamline your customer management process with this workflow between LookBookLink and kvCORE. Every time a new lead arises in LookBookLink, this automation will kick in and create a corresponding contact in kvCORE. It's a simple and efficient way to ensure you're always ready to engage with new potential customers and keep your networks updated.
- When this happens...New Lead
Triggers when a new lead is received.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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User
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)
