kvCORE + SweetAssist
Create new kvCORE contacts from new SweetAssist contacts
When a new contact is registered in SweetAssist, this workflow will streamline your tasks by creating a corresponding contact in kvCORE. This automation reduces manual data entry, ensuring your contact information is effortlessly consistent across both platforms. Enhance your productivity by keeping your contact databases up-to-date and aligned in an efficient manner.
When a new contact is registered in SweetAssist, this workflow will streamline your tasks by creating a corresponding contact in kvCORE. This automation reduces manual data entry, ensuring your contact information is effortlessly consistent across both platforms. Enhance your productivity by keeping your contact databases up-to-date and aligned in an efficient manner.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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Contact TypeRequired
Updated At
Try ItEmail
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Business Name
Website
Business Address
Notes
Try ItEmailRequired
Zap Name
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Company
Website
Business Address
Notes
Campaign Zap IDRequired
Try It
Email
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Business Name
Website
Business Address
Notes
Try ItFIrst NameRequired
Last NameRequired
EmailRequired
Gender
Telephone
Nick Name
Work Email
Personal Email
Fax
Website URL
DBA name
Start Date
Previous Brokerage
Social Security Number
Corporation name
EIN
Date of Birth
Drivers License Number
Have you moved your Real Estate License (YES/NO)
Real estate license Number
Expiration Date
Issue Date
Real Estate Association
MLS Id
Notes
MLS Office ID
Mailing Address
Mailing Address 2
Zip Code
EmailRequired
Zap Name
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Company
Website
Business Address
Notes
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try It
