kvCORE + Tally
kvCORE + Tally
kvCORE + Tally integrations
Create new kvCORE contacts from new Tally submissions
Create a seamless workflow between your Tally submissions and kvCORE contacts with this robust automation. When you receive a new submission in Tally, this workflow instantly creates a contact in kvCORE. This process helps you keep all your contacts in one place, making follow-ups more organized and efficient. By connecting Tally to kvCORE, you effectively streamline and quicken your contact management process.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
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More things you can do with Tally and kvCORE
Discover other triggers and actions you can use with Tally and kvCORE
- Select a formRequired
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
- 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
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About Tally
The simplest way to create beautiful forms and surveys, for free.
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier