kvCORE + Revaluate
Create contacts in Revaluate from new leads in kvCORE
Streamline your lead management process between kvCORE and Revaluate with this workflow. As soon as a new lead is identified in kvCORE, it initiates the creation of a new contact in Revaluate instantly. This not only enhances efficiency but also keeps your contact details updated across both platforms without any manual intervention.
Streamline your lead management process between kvCORE and Revaluate with this workflow. As soon as a new lead is identified in kvCORE, it initiates the creation of a new contact in Revaluate instantly. This not only enhances efficiency but also keeps your contact details updated across both platforms without any manual intervention.
- 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 Contact
Creates a Contact
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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)
Contact Ascend 80
Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.
Try ItContact Weekly Score Trigger
Triggers weekly to allow for updating of all contact scores in an external system.
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
Contact Descend 80
Triggers when a contact whose score was above 80, drops below 80.
Try ItContact NameRequired
Contact EmailRequired
Contact Address
Contact External ID
Contact Phone Number
