kvCORE + Microsoft Outlook
Create Microsoft Outlook contacts for new kvCORE leads
Effortlessly manage your kvCORE leads by automatically adding them as contacts in Microsoft Outlook with this seamless workflow. Whenever a new lead is captured in kvCORE, this automation will create a corresponding contact in Microsoft Outlook, ensuring you always have the most up-to-date information for your growing client list. Save time and stay organized by letting this smart process handle your contact management.
Effortlessly manage your kvCORE leads by automatically adding them as contacts in Microsoft Outlook with this seamless workflow. Whenever a new lead is captured in kvCORE, this automation will create a corresponding contact in Microsoft Outlook, ensuring you always have the most up-to-date information for your growing client list. Save time and stay organized by letting this smart process handle your contact management.
- 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 Contact
Creates a new contact.
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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)
Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItParent FolderRequired
Child Folder
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
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItCalendar
Try It
