kvCORE + Wise Agent CRM
Create new Wise Agent CRM leads from kvCORE campaign actions
Keep your lead management efficient and effective with this KvCORE to Wise Agent CRM integration. Whenever a campaign action takes place in KvCORE, it will create a new lead in Wise Agent CRM instantly, ensuring no potential client falls through the cracks. This automation keeps your CRM updated real-time, helping you stay on top of your sales pipeline.
Keep your lead management efficient and effective with this KvCORE to Wise Agent CRM integration. Whenever a campaign action takes place in KvCORE, it will create a new lead in Wise Agent CRM instantly, ensuring no potential client falls through the cracks. This automation keeps your CRM updated real-time, helping you stay on top of your sales pipeline.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
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- 14 day trial for premium features & apps
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)
Webhook TypeRequired
Try ItFirst Name
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Website
Categories
Note
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
Contact/Lead IDRequired
