kvCORE + Tally
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.
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 Submission
Triggers 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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Select a formRequired
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
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)
