kvCORE + NetSuite
Create records in NetSuite for new leads in kvCORE
Easily streamline your lead management with kvCORE and NetSuite. When a new lead is identified in kvCORE, this workflow instantly creates a corresponding record in NetSuite. This efficient automation not only saves time but also ensures accuracy, allowing you to focus more on engaging with your leads and less on manual data entry tasks.
Easily streamline your lead management with kvCORE and NetSuite. When a new lead is identified in kvCORE, this workflow instantly creates a corresponding record in NetSuite. This efficient automation not only saves time but also ensures accuracy, allowing you to focus more on engaging with your leads and less on manual data entry tasks.
- 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 Record
Creates a new record. Supports standard and custom records.
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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)
Record TypeRequired
Try ItRecord TypeRequired
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
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
