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kvCORE + RealScout

Create contacts in kvCORE from new clients in RealScout

Effortlessly manage your real estate leads with this convenient automation. When a new client is created in RealScout, it will instantly create a contact in kvCORE, ensuring that all your leads are streamlined and organized in one place. Save valuable time and focus on nurturing your clients while this workflow handles the behind-the-scenes tasks.

Effortlessly manage your real estate leads with this convenient automation. When a new client is created in RealScout, it will instantly create a contact in kvCORE, ensuring that all your leads are streamlined and organized in one place. Save valuable time and focus on nurturing your clients while this workflow handles the behind-the-scenes tasks.

  1. When this happens...
    RealScoutRealScout
    New Client Created

    Triggers when a new homebuyer is added.

    TriggerScheduled
  2. automatically do this!
    kvCOREkvCORE
    Create Contact (Post)

    Creates a new contact within an account, optionally assigned to an agent.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Email Event TypeRequired

    Trigger
    Scheduled
    Try It
  • RealScout triggers, actions, and search

    New Client Created

    Triggers when a new homebuyer is added.

    Trigger
    Scheduled
    Try It
    • Campaign Zap IDRequired

    Trigger
    Instant
    Try It
    • 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)

    Action
    Write
    • Event TypeRequired

    Trigger
    Scheduled
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Primary Mobile Phone

    • Lead Source

    • Additional Email

    • Financial State

    • Cash/Pre-approval Amount

    Action
    Write
  • kvCORE triggers, actions, and search

    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
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About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.
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Related categories

  • CRM (Customer Relationship Management)

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