kvCORE + SignRequest

Send SignRequests for new leads in kvCORE

Streamline your sales operations with kvCORE and SignRequest. As soon as a fresh lead appears in kvCORE, a SignRequest is promptly set off, minimizing waiting periods and maintaining constant engagement with potential customers. This model allows you to focus on closing deals and cultivating relationships, making your business process more efficient and effective.

Streamline your sales operations with kvCORE and SignRequest. As soon as a fresh lead appears in kvCORE, a SignRequest is promptly set off, minimizing waiting periods and maintaining constant engagement with potential customers. This model allows you to focus on closing deals and cultivating relationships, making your business process more efficient and effective.

  1. When this happens...
    kvCOREkvCORE
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    TriggerInstant
  2. automatically do this!
    SignRequestSignRequest
    Send SignRequest

    Creates and sends a new SignRequest.

    ActionWrite
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Supported triggers and actions

  • kvCORE triggers, actions, and search

    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • Email

    • 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

    Action
    Write
    • Team

    Trigger
    Instant
    Try It
    • Team

    • File

    • File From URL

    • Sender Email

    • Who Needs to Sign?

    • SignRequest Name

    • Custom SignRequest Email Subject

    • Custom Message

    • Send Automatic Reminders?

    • External ID

    • Signer EmailRequired

    • Signer First Name

    • Signer Last Name

    • Does This Signer Need to Sign?

    • Signer Needs to Approve Only?

    • Signing Order

    • Signer Language

    • Force Language

    • Mobile Phone Number to Verify

    • Advanced Signers Configuration

    • Advanced Tags Prefill

    Action
    Write
kvcore logo
kvcore logo

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
signrequest logo
signrequest logo

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.
Learn more

Related categories

  • Signatures