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kvCORE + Surefire CRM

kvCORE + Surefire CRM

kvCORE + Surefire CRM integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
    TriggerInstant
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact or updates an existing contact.
    ActionWrite
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More things you can do with kvCORE and Surefire CRM

Discover other triggers and actions you can use with kvCORE and Surefire CRM

    • Campaign Zap ID
      Required
    Trigger
    Instant
    Try It
    • 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)
    Action
    Write
  • Surefire CRM triggers, actions, and search
    Create Contact

    Creates a new contact or updates an existing contact.

    Action
    Write
  • kvCORE triggers, actions, and search
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • 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
    Action
    Write
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About kvCORE
KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.
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CRM (Customer Relationship Management)
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surefire logo
surefire logo
About Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier