kvCORE + NetSuite
Manage new kvCORE leads by creating or updating records in NetSuite
Easily manage your prospective client data with this kvCORE to NetSuite workflow. Whenever there's a new lead in kvCORE, this automation swiftly creates or updates a record seamlessly in NetSuite. This system ensures every lead is promptly captured and tracked in your NetSuite account, saving you time and enhancing efficiency. Keep your team's focus on cultivating relationships, knowing your lead data handling is taken care of.
Easily manage your prospective client data with this kvCORE to NetSuite workflow. Whenever there's a new lead in kvCORE, this automation swiftly creates or updates a record seamlessly in NetSuite. This system ensures every lead is promptly captured and tracked in your NetSuite account, saving you time and enhancing efficiency. Keep your team's focus on cultivating relationships, knowing your lead data handling is taken care of.
- 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!Upsert (Create or Update) Record
Creates a new record if it does not exist. If the record already exists, it will be updated. 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
