kvCORE + Mobilo Card
kvCORE + Mobilo Card
Create kvCORE contacts from new Mobilo Card leads
Easily streamline your lead management process with this pairing of the Mobilo Card and kvCORE apps. When a new lead enters your system on Mobilo Card, their information will automatically be duplicated as a contact in kvCORE. This workflow save you steps and ensures your contact list in kvCORE is always up-to-date with your latest leads.
- When this happens...New Lead (For Your Account)Triggers when a new lead has been created for your own account.
- automatically do this!Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Mobilo Card and kvCORE
Discover other triggers and actions you can use with Mobilo Card and kvCORE
- New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItTriggerPolling - New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItTriggerPolling - New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - Email
- 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
ActionWrite
- New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItTriggerPolling - Campaign Zap IDRequired
Try ItTriggerInstant- First 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)
ActionWrite
