kvCORE + Real Geeks
Create kvCORE contacts from new Real Geeks leads
Effortlessly manage your leads by setting up this workflow between Real Geeks and kvCORE. Whenever a new lead is added in Real Geeks, the workflow automatically creates a contact in your kvCORE account. This way, you can easily centralize and organize your leads, saving you valuable time and ensuring no opportunities are missed.
Effortlessly manage your leads by setting up this workflow between Real Geeks and kvCORE. Whenever a new lead is added in Real Geeks, the workflow automatically creates a contact in your kvCORE account. This way, you can easily centralize and organize your leads, saving you valuable time and ensuring no opportunities are missed.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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SiteRequired
Try ItCampaign 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)
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
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
