kvCORE + Zoho CRM
Create or update Zoho CRM module entries with new kvCORE leads
Make lead management a breeze with this kvCORE to Zoho CRM workflow. Once set up, each new lead in kvCORE prompts an automatic creation or updating of a module entry in your Zoho CRM. This automation ensures all key information is up-to-date and in one place, saving you time and boosting your productivity.
Make lead management a breeze with this kvCORE to Zoho CRM workflow. Once set up, each new lead in kvCORE prompts an automatic creation or updating of a module entry in your Zoho CRM. This automation ensures all key information is up-to-date and in one place, saving you time and boosting your productivity.
- 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/Update Module Entry
Create or update module entries
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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
