kvCORE + Radius Agent integrations
Create active clients in Radius Agent from new leads in kvCORE
Streamline your real estate processes with the help of this automation workflow. Once established, a new lead in kvCORE will generate an active client in the Radius Agent app instantly. This integration ensures no potential clients are overlooked, boosting efficiency and saving you valuable time in managing your client list.
- When this happens...New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create Active ClientCreates a new active Client
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More things you can do with kvCORE and Radius Agent
Discover other triggers and actions you can use with kvCORE and Radius Agent
- Campaign Zap IDRequired
Try ItTriggerInstant- First 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)
ActionWrite- 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 Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - 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
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
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