kvCORE + Surefire CRM
Create contacts in Surefire CRM for new kvCORE leads
Effortlessly stay on top of your new kvCORE leads and streamline your sales process by adding them to Surefire CRM. This workflow activates when you receive a new lead in kvCORE, and then creates a contact in Surefire CRM for seamless communication and follow-up. Save time and improve efficiency by letting this automation manage your contact database, so you can focus on building strong relationships with potential clients.
Effortlessly stay on top of your new kvCORE leads and streamline your sales process by adding them to Surefire CRM. This workflow activates when you receive a new lead in kvCORE, and then creates a contact in Surefire CRM for seamless communication and follow-up. Save time and improve efficiency by letting this automation manage your contact database, so you can focus on building strong relationships with potential clients.
- 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!Create Contact
Creates a new contact or updates an existing contact.
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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)
Create Contact
Creates a new contact or updates an existing contact.
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
