Fieldnotes + kvCORE
Update or add contacts in Fieldnotes with new leads in kvCORE
Do you have lead sources you'd like to automatically transfer to Fieldnotes? This Zap can help. Once it's active, this integration automatically adds a new, or updates an existing, contact in Fieldnotes with each new lead in kvCORE.
Do you have lead sources you'd like to automatically transfer to Fieldnotes? This Zap can help. Once it's active, this integration automatically adds a new, or updates an existing, contact in Fieldnotes with each new lead in kvCORE.
- 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!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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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 AI Status
Triggers when AI status of the contact is changed.
Try ItTime Duration (minutes)
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
Time Duration (minutes)
Try ItNew Conversation
Triggers when the conversation is added.
Try It
