Create new Radius Agent referrals from new kvCORE leads
Easily track new leads and streamline your referral process with this efficient workflow between kvCORE and Radius Agent. When a potential client enters your kvCORE system, a referral is promptly created in Radius Agent. This reduces manual data entry and ensures all pertinent information is readily available, enhancing your real estate success.
Easily track new leads and streamline your referral process with this efficient workflow between kvCORE and Radius Agent. When a potential client enters your kvCORE system, a referral is promptly created in Radius Agent. This reduces manual data entry and ensures all pertinent information is readily available, enhancing your real estate success.
- 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!Create Referral
Creates a Lead
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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)
New Disqualified Lead
Triggers when a lead is disqualified.
Try ItNew Note
Triggers when a new note/activity is added to your lead.
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
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 It