kvCORE + SmartTargeting
kvCORE + SmartTargeting
kvCORE + SmartTargeting integrations
Create new kvCORE contacts when new leads are detected in SmartTargeting
Save time and streamline your workflow with this automation that springs into action when a new lead appears in SmartTargeting. It then proceeds to create a new contact post within the kvCORE platform. This efficient workflow not only eliminates the need for duplicative manual efforts but also ensures that every lead in SmartTargeting quickly becomes part of your kvCORE contact list. Benefit from an optimized, smooth, and swift lead management process.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
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More things you can do with SmartTargeting and kvCORE
Discover other triggers and actions you can use with SmartTargeting and kvCORE
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - 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
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
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