SMS by Zapier + kvCORE + Google Sheets Integrations
How to connect SMS by Zapier + kvCORE + Google Sheets
Zapier lets you send info between SMS by Zapier, kvCORE, and Google Sheets automatically—no code required.
Do even more with SMS by Zapier + kvCORE + Google Sheets
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SMS by Zapier, kvCORE, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.
From Number
Will attempt to send from this number, falling back to a random number if no longer available or unspecified.
MessageRequired
Messages should not contain any reference to alcohol, illegal drugs, cannabis/CBD, firearms, gambling, prescription medication, tobacco, or adult content, and comply with Twilio's Messaging Policy. Messages exceeding 153 characters will truncate.
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
Formatted in 2-letter format (ie. CA, AZ, AK, etc).
Primary Address - Zip/Postal
Note
Additional information that will be added to the lead/contact record and log in the timeline.
Logged Call Type
Outbound or Inbound call (required if logging a new call).
Logged Call Resoluton
Select a call resolution.
Logged Call Note
Adds a note to the logged call.
No Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try It
Campaign Zap IDRequired
Copy this from you campaign action (Example: 11aa22bb-44cc-55dd-66ee-777777ffffff).
Try ItFirst Name
Lead Type
Type of lead. Options are 'Buyer', 'Seller', 'Both', 'Renter'.
Last Name
Email
Cell Phone 1
Cell Phone 2
Lead Status
The status the lead/contact should have when entered into the IRE CRM. Default is New. The status must match a status available in your IRE CRM system.
Form or Capture Method
Name of the form or method used to capture a lead (ie. Home Value Form).
Source
Secondary Source
Additional source information for your lead or contact (ie. campaign level information, etc).
Date Registered
The date the lead/contact was created or registered with you. This is common date format (ie. 2/15/2016), and is only needed if the date should be different from the date the lead/contact is processed.
Interested in City
Interested in Price
Interested in MLS#
The MLS# of a listing the lead/contact is interested in, to be added to the contact's profile as a favorite.
Primary Address - Street
Primary Address - City
Primary Address - State/Province
Formatted in 2-letter format (ie. CA, AZ, AK, etc).
Primary Address - Zip/Postal
Assign to Agent Email
The email of the agent to assign the lead/contact to in the kvCORE CRM. The email must match the Agent's name on file in the CRM. You can alternatively use the Assigned Agent ID instead of this field.
Note
Additional information that will be added to the lead/contact record and log in the timeline.
Assign to Agent ID
The IRE system ID of the agent to assign the lead/contact to in the IRE CRM. The ID must match the Agent's ID on file in the CRM. You can alternatively use the Assigned Agent Name instead of this field.
Tags (Multiple)
This is a tag or set of tags to add to a lead or contact. Multiple values must be separated by a pipe character ( | ).
Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try It
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How SMS by Zapier + kvCORE + Google Sheets Integrations Work
- Step 1: Authenticate SMS by Zapier, kvCORE, and Google Sheets.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.
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