Create new kvCORE contacts from new leads in FlippingBook
When a new lead is identified in FlippingBook, this workflow will effortlessly create a contact post in kvCORE. Simplify and speed up your lead management process while ensuring all potential customer details are instantly recorded in kvCORE. Keep your focus on nurturing relationships, rather than on manual data entry.
When a new lead is identified in FlippingBook, this workflow will effortlessly create a contact post in kvCORE. Simplify and speed up your lead management process while ensuring all potential customer details are instantly recorded in kvCORE. Keep your focus on nurturing relationships, rather than on manual data entry.
- When this happens...New Lead
Triggers when a new lead is created via a lead capture form.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Flipbook
Triggers when a new flipbook is created.
Try ItFlipbook
When opened
When downloaded
If not opened
Try ItPDF FileRequired
Rename Flipbook
Edit Flipbook Description
Flipbook to be updatedRequired
PDF FileRequired
Rename Flipbook
Edit Flipbook Description
Flipbook
Try ItFlipbook to be customizedRequired
Set Password Protection Type
Rename Flipbook
Edit Flipbook Description
Flipbook for which a trackable link will be createdRequired
Trackable Link NameRequired
Notification Channel
When opened
When downloaded
If not opened
Flipbook IDRequired