How to connect kvCORE + zipForm Plus
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- Campaign ActionTriggers when a campaign action runs for a specific Zap ID.Trigger
- New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).Trigger
- Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.Action
- Update ContactUpdates a new contact within an account.Action
- New ContactTriggers when a new contact is added to a zipForm Address Book.Trigger
- Create ContactCreates a new zipForm Plus contact.Action
- Step 1: Authenticate kvCORE and zipForm Plus.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.