kvCORE + Salesforce
Create Salesforce contacts from new kvCORE campaign actions
Easily streamline your digital marketing efforts with this handy workflow. When a new campaign action is initiated in kvCORE, a corresponding contact is created in Salesforce. This not only ensures your customer database stays updated but also saves you precious time to focus more on crafting compelling campaigns. A simple, yet efficient way to keep your marketing and CRM activities in perfect harmony.
Easily streamline your digital marketing efforts with this handy workflow. When a new campaign action is initiated in kvCORE, a corresponding contact is created in Salesforce. This not only ensures your customer database stays updated but also saves you precious time to focus more on crafting compelling campaigns. A simple, yet efficient way to keep your marketing and CRM activities in perfect harmony.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- automatically do this!Create Contact
Creates a new 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)
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
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
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try It
