kvCORE + NetSuite
Update records in NetSuite when new leads appear in kvCORE
Instantly enhance your sales productivity with this workflow. When a new lead enters your kvCORE platform, it will immediately update the corresponding record in NetSuite. This automation ensures that your NetSuite database stays current with the latest lead information from kvCORE, freeing you to focus more on building relationships and less on manual data entry.
Instantly enhance your sales productivity with this workflow. When a new lead enters your kvCORE platform, it will immediately update the corresponding record in NetSuite. This automation ensures that your NetSuite database stays current with the latest lead information from kvCORE, freeing you to focus more on building relationships and less on manual data entry.
- 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!Update Record
Updates an existing 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
