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.
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 Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Create Module Entry
Creates a new entry in a module
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Campaign 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)
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 ItModuleRequired
Try It
New 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 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 ItNew 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 It
