kvCORE + Podio
Create new Podio items from new kvCORE leads
Activate this workflow to instantly convert a new lead in kvCORE into an item in Podio. It revolutionizes the lead management process, allowing you to effortlessly streamline your operations. With this setup, you lose no time in following up with potential customers and can focus on nurturing those relationships instead of constant manual data entry.
Activate this workflow to instantly convert a new lead in kvCORE into an item in Podio. It revolutionizes the lead management process, allowing you to effortlessly streamline your operations. With this setup, you lose no time in following up with potential customers and can focus on nurturing those relationships instead of constant manual data entry.
- 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 Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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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)
OrganizationRequired
WorkspaceRequired
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
View
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
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try It
