kvCORE + Radius Agent
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.
- When this happens...New Inbound Lead and Accepted Assist LeadTriggers 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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More things you can do with Radius Agent and kvCORE
Discover other triggers and actions you can use with Radius Agent and kvCORE
- Reassign Agent
Triggers when a change in agent assignment is detected.
Try ItTriggerPolling - New Disqualified Lead
Triggers when a lead is disqualified.
Try ItTriggerPolling - New Note
Triggers when a new note/activity is added to your lead.
Try ItTriggerPolling - Client Source
- Name
- Emails
- Phones
- Additional notes about client
- Client Type
- Social Data
- Tags
- 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
- Source Url
- Assigned To
- Assigned Lender Name
- Stage Id
- Stage
- Assigned Lender Id
- Price
ActionWrite
- Change Client Status
Triggers when a change in client status is detected.
Try ItTriggerPolling - New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Try ItTriggerPolling - New Qualified Lead
Triggers when a new lead is qualified.
Try ItTriggerPolling - Radius 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
ActionWrite
