kvCORE + Trello
Create Trello cards for new kvCORE leads
Effortlessly manage your incoming leads from kvCORE by creating a Trello card for each new lead. With this workflow, as soon as a new lead appears in your kvCORE system, a corresponding card will be generated in your chosen Trello board, making it easier to keep track of prospects and prioritize follow-ups. Simplify your lead management process and streamline your sales pipeline with this convenient automation.
Effortlessly manage your incoming leads from kvCORE by creating a Trello card for each new lead. With this workflow, as soon as a new lead appears in your kvCORE system, a corresponding card will be generated in your chosen Trello board, making it easier to keep track of prospects and prioritize follow-ups. Simplify your lead management process and streamline your sales pipeline with this convenient automation.
- 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 Card
Adds a new card on a specific board and list.
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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 Board
Triggers when a new board is added.
Try ItBoard ID
List ID
Card ID
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
Board ID
List ID
Filter
Try ItBoard ID
List ID
Card ID
Try It
