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kvCORE + monday.com

kvCORE + monday.com

kvCORE + monday.com integrations

Create monday.com items for new kvCORE leads effortlessly

Stay on top of new leads and streamline your sales process with this automation that connects kvCORE to monday.com. Whenever a new lead is added in kvCORE, this workflow will create a new item in a monday.com board, making it easier to manage and track your leads. Save time and improve efficiency by centralizing information and maintaining an organized pipeline.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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More things you can do with kvCORE and monday.com

Discover other triggers and actions you can use with kvCORE and monday.com

    • Campaign Zap ID
      Required
    Trigger
    Instant
    Try It
    • 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)
    Action
    Write
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
  • kvCORE triggers, actions, and search
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • 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
    Action
    Write
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
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About kvCORE
KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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