Create new kvCORE contacts from new leads in Studeo
Boost your efficiency by seamlessly connecting Studeo and kvCORE. Once a new lead is registered in Studeo, this automation curates a corresponding contact in kvCORE. This approach streamlines your data management, ensuring that every lead is promptly and accurately reflected across your apps. Keep your focus on the leads themselves, while this workflow takes care of the data entry.
Boost your efficiency by seamlessly connecting Studeo and kvCORE. Once a new lead is registered in Studeo, this automation curates a corresponding contact in kvCORE. This approach streamlines your data management, ensuring that every lead is promptly and accurately reflected across your apps. Keep your focus on the leads themselves, while this workflow takes care of the data entry.
- When this happens...New Lead
Triggers when a new lead is submitted.
- 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 submitted.
Try ItCampaign 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)
Project ID
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