kvCORE + Radius Agent
Create kvCORE contacts from new Radius Agent leads and accepted assists
Efficiently manage your leads with this Radius Agent and kvCORE integration. Whenever you receive a new inbound lead or accept an assist lead in Radius Agent, this workflow will create a contact in kvCORE, streamlining your lead management process. Keep your contact information organized and up-to-date, while saving time and maximizing productivity with this seamless integration.
Efficiently manage your leads with this Radius Agent and kvCORE integration. Whenever you receive a new inbound lead or accept an assist lead in Radius Agent, this workflow will create a contact in kvCORE, streamlining your lead management process. Keep your contact information organized and up-to-date, while saving time and maximizing productivity with this seamless integration.
- When this happens...New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Disqualified Lead
Triggers when a lead is disqualified.
Try ItNew Note
Triggers when a new note/activity is added to your lead.
Try ItClient Source
Name
Emails
Phones
Additional notes about client
Client Type
Property address
Property Name
Property City
Property state
Property Zipcode
Number of bedroom
Number of Bathroom
Property Age
Covered Area
Area Coverage
Sale Price
Property Type
Property country
Transaction Type
Minimum budget
Maximum Budget
Number of bedroom
Number of bathroom
Area unit
Minimum size of the area
Sale type
Requirement zipcode
Requirement Neighbourhood
Requirement City
Requirement State
Note
Lead Email
Phone Number
Disqualification Reason
New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Try ItNew Qualified Lead
Triggers when a new lead is qualified.
Try ItRadius Assist vs Refer outRequired
Lead Priority
Lead Source
Name
Emails
Phones
Additional notes about client
Lead Type
Is Buyer Lead
Is Seller Lead
Property address
Property Name
Property City
Property state
Property Zipcode
Number of bedroom
Number of Bathroom
Property Age
Covered Area
Area Coverage
Resale Price
Requirement City
Requirement State
Minimum budget
Max Budget
Number of bedroom
Number of bathroom
Area unit
Minimum size of the area
Sale type
Requirement zipcode
Buyer property address
Property name
Property City
Property state
Zipcode
Number of bedroom
Number of bathroom
Property Age
Covered Area
Area Coverage
Resale price
Note
Assign to
Campaign Zap IDRequired
Try It
