kvCORE + Zoho CRM
kvCORE + Zoho CRM
Create Zoho CRM module entries for new kvCORE leads
Effortlessly manage your leads by connecting kvCORE and Zoho CRM with this powerful workflow. Whenever a new lead is added in kvCORE, an entry will be created in Zoho CRM, ensuring all your important contacts are organized and easily accessible in one central place. Streamline your sales process and improve the way you handle prospective clients with this seamless 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 Module EntryCreates a new entry in a module
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More things you can do with kvCORE and Zoho CRM
Discover other triggers and actions you can use with kvCORE and Zoho CRM
- 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 Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- 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- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling - New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerPolling
