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kvCORE + Pipedrive

Create new Pipedrive leads from new kvCORE leads

This workflow springs into action when you acquire a new lead in kvCORE, saving you valuable time by instantly creating a corresponding lead record in Pipedrive. It's an efficient way to ensure your lead information is consistent across both platforms, thus streamlining your sales process. Capitalize on every opportunity without missing a beat with this seamless kvCORE to Pipedrive workflow.

This workflow springs into action when you acquire a new lead in kvCORE, saving you valuable time by instantly creating a corresponding lead record in Pipedrive. It's an efficient way to ensure your lead information is consistent across both platforms, thus streamlining your sales process. Capitalize on every opportunity without missing a beat with this seamless kvCORE to Pipedrive workflow.

  1. When this happens...
    kvCOREkvCORE
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • kvCORE triggers, actions, and search

    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • Email

    • 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

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
kvcore logo

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Related categories

  • CRM (Customer Relationship Management)

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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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