kvCORE + Microsoft To Do
Create tasks in Microsoft To Do for new leads in kvCORE
Effortlessly manage your new kvCORE leads by creating tasks in Microsoft To Do with this seamless workflow. Whenever a new lead is added in kvCORE, a corresponding task will be generated in Microsoft To Do, ensuring you never miss following up on a potential client. Stay organized and focused on converting leads into customers with this reliable automation.
Effortlessly manage your new kvCORE leads by creating tasks in Microsoft To Do with this seamless workflow. Whenever a new lead is added in kvCORE, a corresponding task will be generated in Microsoft To Do, ensuring you never miss following up on a potential client. Stay organized and focused on converting leads into customers with this reliable automation.
- 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!Create Task
Triggers when a new task is created.
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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)
List
Try ItList
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
New List
Triggers when a new list is created.
Try ItList
Try It
