kvCORE + Lofty
Update leads in Chime when new campaign actions occur in kvCORE
Improve your real estate lead management process with this workflow. When a campaign action occurs in kvCORE, a corresponding update will happen to your lead in Chime. This seamless process not only saves time but eliminates the need for manual data entry, ensuring your records are always up-to-date. Take full advantage of this automation to maintain efficient communication and follow-ups with your potential clients.
Improve your real estate lead management process with this workflow. When a campaign action occurs in kvCORE, a corresponding update will happen to your lead in Chime. This seamless process not only saves time but eliminates the need for manual data entry, ensuring your records are always up-to-date. Take full advantage of this automation to maintain efficient communication and follow-ups with your potential clients.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- automatically do this!Update Lead
Updates an existing lead.
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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)
SegmentRequired
Try ItNew Transaction
New transaction trigger
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
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It
