kvCORE + SetSchedule integrations
Update kvCORE contacts when SetSchedule opportunities are updated
Keep your kvCORE contacts updated with the latest information from SetSchedule opportunities using this seamless workflow. When an opportunity is updated in SetSchedule, this automation ensures the corresponding contact in kvCORE is also updated, saving you time and reducing manual work. Stay organized and efficient by ensuring your contacts are always up-to-date.
- When this happens...Opportunity UpdatedTriggers when an opportunity was updated.
- automatically do this!Update ContactUpdates a new contact within an account.
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More things you can do with SetSchedule and kvCORE
Discover other triggers and actions you can use with SetSchedule and kvCORE
- New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerInstant - TypeRequired
- Full NameRequired
- Email
- Phone
- Address Line
- CityRequired
- StateRequired
- Region
- ZipRequired
- LatitudeRequired
- LongitudeRequired
- Price
- Notes
- TemperatureRequired
- Next Activity
- Schedule To
ActionWrite- Type
- Full Name
- Email
- Phone
- Address Line
- City
- State
- Region
- Zip
- Price
- Latitude
- Longitude
ActionSearch- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant
- Opportunity Updated
Triggers when an opportunity was updated.
Try ItTriggerInstant - Opportunity IDRequired
- NotesRequired
- Temperature
- Next Activity
- Schedule ToRequired
ActionWrite- Campaign Zap IDRequired
Try ItTriggerInstant- 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)
ActionWrite
Related categories
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