kvCORE + NetSuite
Create records in NetSuite for new leads in kvCORE
When a new lead materializes in your kvCORE app, save time and streamline your tasks with this workflow. This automation will swiftly create a new record within your NetSuite app. By bridging the gap between kvCORE and NetSuite, you can focus more on lead cultivation and less on manual data entry. Enhance your efficiency and keep your records up-to-date effortlessly.
When a new lead materializes in your kvCORE app, save time and streamline your tasks with this workflow. This automation will swiftly create a new record within your NetSuite app. By bridging the gap between kvCORE and NetSuite, you can focus more on lead cultivation and less on manual data entry. Enhance your efficiency and keep your records up-to-date effortlessly.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
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
