Send direct messages in Slack for new leads in kvCORE
Stay updated on your kvCORE leads and easily collaborate with your team by sending Slack direct messages whenever there's a new lead in kvCORE. This automation streamlines your lead management process, allowing you to focus on building relationships and closing deals.
Stay updated on your kvCORE leads and easily collaborate with your team by sending Slack direct messages whenever there's a new lead in kvCORE. This automation streamlines your lead management process, allowing you to focus on building relationships and closing deals.
- 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!Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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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)
Trigger for Bot Messages?
Try ItChannelRequired
Trigger for Bot Messages?
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 Channel
Triggers whenever a new #channel is created.
Try ItInclude Alias
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