BatchLeads + kvCORE

Create new kvCORE contacts when properties are skip traced in BatchLeads

Speed up your lead management process with this automation that activates when a new contact with a phone number is traced on BatchLeads. It promptly creates a new contact in your kvCORE app, making sure you never miss a potential client. This workflow eases your admin load and allows you to focus on maximizing customer interaction. Enjoy seamless lead tracing and contact creation.

When this happens...
Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
TriggerPolling
automatically do this!
Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
ActionWrite

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Supported triggers and actions

Direct Mail Delivered
Triggers when a Direct Mail is delivered.
Trigger
Polling
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- From Date
Trigger
Polling
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Phone Call Not Answered
Triggers when a phone call is not answered
Trigger
Polling
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Property Added to a List
Triggers when a new or existing property is added To A List.
Trigger
Polling
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Property Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Trigger
Polling
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Property Status Updated
Triggers when a property lead status gets updated.
Trigger
Polling
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SMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Trigger
Polling
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SMS Lead Marked as "Hot"
Triggers when a new lead is marked as "Hot" lead in the BLS System.
Trigger
Polling
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SMS Lead Marked as "Warm"
Triggers when a new lead is marked as "Warm" lead in the BLS System.
Trigger
Polling
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- Phone NumberRequired
Action
Write
- Property IDsRequired
- List NameRequired
Action
Write
- Property IDRequired
- NoteRequired
Action
Write
- List Name
- Tag Name
- Property AddressRequired
- Property CityRequired
- Property StateRequired
- Property ZipRequired
Action
Write
- Property IDRequired
- List NameRequired
Action
Write
- Property IDsRequired
- Skip Trace NameRequired
Action
Write
- Campaign Zap IDRequired
Trigger
Instant
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- First 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)
Action
Write

SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Trigger
Polling
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Phone Call Answered
Triggers when a phone call is answered
Trigger
Polling
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New Property Added
Triggers when a new property is added.
Trigger
Polling
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Property Is Opted Out
Triggers when a property is Opted out.
Trigger
Polling
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Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Trigger
Polling
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- From Date
Trigger
Polling
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SMS Lead Marked as "Follow Up"
Triggers when a new lead is marked as "Follow Up" lead in the BLS System.
Trigger
Polling
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SMS Lead Marked as "Refer to Realtor (Agent)"
Triggers when a new lead is marked as "Refer to Realtor (Agent)" lead in the BLS System.
Trigger
Polling
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Tag Added to a Property
Triggers when a tag is added to a property.
Trigger
Polling
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- List NameRequired
- Property AddressRequired
- Property Address 2
- Property CityRequired
- Property StateRequired
- Property ZIPRequired
- Mailing Address
- Mailing Address 2
- Mailing First Name
- Mailing Last Name
- Mailing City
- Mailing State
- Mailing ZIP
- Notes
- Opt outRequired
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
Action
Write
- Property IDRequired
- Tag NameRequired
Action
Write
- Property IDRequired
Action
Write
- Property IDRequired
Action
Write
- Property IDRequired
- Tag NameRequired
Action
Write
- Property IDRequired
- Lead Status NameRequired
Action
Write
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Trigger
Instant
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- Email
- 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
Action
Write