Convert Forms + kvCORE
Create kvCORE contacts from new Convert Forms submissions for efficient management
Effortlessly manage your leads with this Convert Forms to kvCORE automation. When a new submission happens in Convert Forms, this workflow will create a contact in kvCORE, keeping your database up-to-date while saving you time on manual data entry. Make your lead management process more efficient and never miss out on potential opportunities.
Effortlessly manage your leads with this Convert Forms to kvCORE automation. When a new submission happens in Convert Forms, this workflow will create a contact in kvCORE, keeping your database up-to-date while saving you time on manual data entry. Make your lead management process more efficient and never miss out on potential opportunities.
- When this happens...New Submission
Triggers when a new submission is created.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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FormRequired
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)
