kvCORE + SignMore
Create new kvCORE contacts from new messages in SignMore
When a new message arrives in your SignMore account, streamline your customer communication process with this workflow. It turns your new messages into fresh contacts in your kvCORE system. This automation saves time, ensuring you never miss out on an opportunity to engage with potential customers and expand your network. It's an efficient way of bridging the gap between your e-signature system and your real estate platform.
When a new message arrives in your SignMore account, streamline your customer communication process with this workflow. It turns your new messages into fresh contacts in your kvCORE system. This automation saves time, ensuring you never miss out on an opportunity to engage with potential customers and expand your network. It's an efficient way of bridging the gap between your e-signature system and your real estate platform.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Message
Triggers when a new message is taken.
Try ItNew 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
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)
