kvCORE + Stan
kvCORE + Stan
Update kvCORE contacts when new customers are added in Stan
Stay on top of your contact management with this workflow. When a new customer signs up in the Stan app, this setup will seamlessly update the contact in your kvCORE. This automation not only helps in maintaining your customer database, but also saves you from the hassle of manual data entry, allowing you to focus on building stronger customer relations.
- When this happens...New CustomerTriggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Update ContactUpdates a new contact within an account.
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More things you can do with Stan and kvCORE
Discover other triggers and actions you can use with Stan and kvCORE
- Product (optional)
Try ItTriggerPolling- New Membership
Triggers when a customer purchases a recurring membership.
Try ItTriggerPolling - 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
- Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItTriggerPolling - Pre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
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
