Brivity + kvCORE
Create new Brivity leads from new kvCORE leads
This workflow begins whenever there's a new lead in kvCORE, promptly creating a similar lead in Brivity. Capitalize on every opportunity by ensuring none of your kvCORE leads slip through the cracks. This streamlined process keeps your sales pipeline updated and efficient, fostering a more effective lead management system.
This workflow begins whenever there's a new lead in kvCORE, promptly creating a similar lead in Brivity. Capitalize on every opportunity by ensuring none of your kvCORE leads slip through the cracks. This streamlined process keeps your sales pipeline updated and efficient, fostering a more effective lead management system.
- 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 Lead
Creates a new lead.
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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 Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
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 Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItPrimary Agent ID
Lead Intent
First Name
Last Name
Email Address
Phone Number
Company
Job Title
Street Address
City
Locality
Postal Code
Country
Description
Tags
