kvCORE + Microsoft To Do
Create tasks in Microsoft To Do from new campaign actions in kvCORE
Create a streamlined workflow between kvCORE and Microsoft To Do. Whenever a campaign action occurs in kvCORE, this automation immediately generates a task in Microsoft To Do. This simplifies your process, allowing you to stay organized and focused on your marketing strategies without the need to manually transfer tasks.
Create a streamlined workflow between kvCORE and Microsoft To Do. Whenever a campaign action occurs in kvCORE, this automation immediately generates a task in Microsoft To Do. This simplifies your process, allowing you to stay organized and focused on your marketing strategies without the need to manually transfer tasks.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- 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
