kvCORE + Trello integrations
Create Trello cards for new kvCORE leads
Effortlessly manage your incoming leads from kvCORE by creating a Trello card for each new lead. With this workflow, as soon as a new lead appears in your kvCORE system, a corresponding card will be generated in your chosen Trello board, making it easier to keep track of prospects and prioritize follow-ups. Simplify your lead management process and streamline your sales pipeline with this convenient automation.
- When this happens...New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create CardAdds a new card on a specific board and list.
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More things you can do with kvCORE and Trello
Discover other triggers and actions you can use with kvCORE and Trello
- 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- New Board
Triggers when a new board is added.
Try ItTriggerPolling - Board ID
- List ID
- Card ID
Try ItTriggerPolling
- 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- Board ID
- List ID
- Filter
Try ItTriggerPolling- Board ID
- List ID
- Card ID
Try ItTriggerPolling
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