kvCORE + NetSuite
Create NetSuite records for new kvCORE leads
When a new lead arrives in kvCORE, take immediate action by creating a corresponding record in NetSuite with this workflow. It makes it easy to keep your contacts updated, ensuring you never miss a potential client opportunity. Enjoy an organized and systematic method to manage your leads, relieving you of manually transferring information between the two platforms.
When a new lead arrives in kvCORE, take immediate action by creating a corresponding record in NetSuite with this workflow. It makes it easy to keep your contacts updated, ensuring you never miss a potential client opportunity. Enjoy an organized and systematic method to manage your leads, relieving you of manually transferring information between the two platforms.
- 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
