kvCORE + SmartTargeting
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.
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 Lead
Triggers 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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New Lead
Triggers when a new lead is created.
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)
