kvCORE + Salesforce
Create Salesforce contacts for new kvCORE leads
Effortlessly keep your sales pipeline up to date with this handy automation between kvCORE and Salesforce. Whenever a new lead is generated in kvCORE, this workflow will instantly create a contact in Salesforce. Stay organized and save time as you maintain a seamless connection between your lead management and CRM systems.
Effortlessly keep your sales pipeline up to date with this handy automation between kvCORE and Salesforce. Whenever a new lead is generated in kvCORE, this workflow will instantly create a contact in Salesforce. Stay organized and save time as you maintain a seamless connection between your lead management and CRM systems.
- 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 new contact in Salesforce.
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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 Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
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
History ObjectRequired
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
