Certileads + kvCORE
Update kvCORE contacts when new leads are registered in Certileads
Enable this workflow to streamline your marketing processes. When a new lead is generated in Certileads, it triggers an update for a corresponding contact in kvCORE. This ensures your contact data remains up-to-date in kvCORE without manually transferring data. Enhance your CRM efficiency, keep your team aligned, and boost your sales efforts with this automation.
Enable this workflow to streamline your marketing processes. When a new lead is generated in Certileads, it triggers an update for a corresponding contact in kvCORE. This ensures your contact data remains up-to-date in kvCORE without manually transferring data. Enhance your CRM efficiency, keep your team aligned, and boost your sales efforts with this automation.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- automatically do this!Update Contact
Updates a new contact within an account.
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New Lead
Triggers when a New Lead is delivered.
Try ItNew 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
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)
