kvCORE + TidyCal
Create new kvCORE contacts from every new contact in TidyCal
When a new contact surfaces in your TidyCal app, ensure they're immediately added to your kvCORE app too with this essential workflow. It streamlines your process by swiftly transferring contact details between the two platforms. Enhance your efficiency and ensure no new contact slips through the nets, without any manual intervention needed.
When a new contact surfaces in your TidyCal app, ensure they're immediately added to your kvCORE app too with this essential workflow. It streamlines your process by swiftly transferring contact details between the two platforms. Enhance your efficiency and ensure no new contact slips through the nets, without any manual intervention needed.
- When this happens...New Contact
Triggers when a contact is added.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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Cancelled Booking
Triggers when a booking is cancelled.
Try ItNew Contact
Triggers when a contact is added.
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
New Booking
Triggers when a booking is created.
Try ItCampaign 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)
