Create new Thryv clients from new kvCORE leads
Streamline your client management process with this workflow. When a new lead lands in kvCORE, this automation promptly creates a new client in Thryv, ensuring you never miss a beat in capturing and managing essential prospect details. Stay on top of your business game by keeping your client data organized and up-to-date.
Streamline your client management process with this workflow. When a new lead lands in kvCORE, this automation promptly creates a new client in Thryv, ensuring you never miss a beat in capturing and managing essential prospect details. Stay on top of your business game by keeping your client data organized and up-to-date.
- 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 Client
Creates a new client.
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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)
New Appointment
Triggers when a new appointment is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try It
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
New Client
Triggers when new client is created.
Try ItNew Payment
Triggers when a new payment is created.
Try It