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kvCORE + RealScout

Update kvCORE contacts when new client events occur in RealScout

Keep track of your website updates in one place with this workflow. When a new item is created within the Duda platform, this automation will effortlessly create a corresponding item in your monday.com workspace. Stay organized and manage your content updates effectively without having to manually check and replicate them in multiple platforms.

Keep track of your website updates in one place with this workflow. When a new item is created within the Duda platform, this automation will effortlessly create a corresponding item in your monday.com workspace. Stay organized and manage your content updates effectively without having to manually check and replicate them in multiple platforms.

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

    Triggers when a property is viewed, saved, or hidden.

    TriggerScheduled
  2. automatically do this!
    kvCOREkvCORE
    Update Contact

    Updates a new contact within an account.

    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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realscout logo

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