Create new kvCORE contacts from new or updated Zenlist client invitations
Looking to streamline your real estate client engagement process? With this workflow, every time a new or updated client invitation from Zenlist comes through, it instantly creates a new contact (post) in kvCORE. It's a seamless way to ensure all client details are efficiently organized for efficient outreach and follow-up. Perfect for real estate agents aiming to save time and focus more on their client interactions.
Looking to streamline your real estate client engagement process? With this workflow, every time a new or updated client invitation from Zenlist comes through, it instantly creates a new contact (post) in kvCORE. It's a seamless way to ensure all client details are efficiently organized for efficient outreach and follow-up. Perfect for real estate agents aiming to save time and focus more on their client interactions.
- When this happens...New and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Try ItNew and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Try ItNew Event
Triggers when a new event is registered with Zenlist.
Try ItCampaign Zap IDRequired
Try It
New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Try ItNew and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Try ItAgent EmailRequired
Client EmailRequired
Client First NameRequired
Client Last NameRequired
Client Phone
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try It