kvCORE + Mobilo Card
Create kvCORE contacts from new Mobilo Card leads
Easily streamline your lead management process with this pairing of the Mobilo Card and kvCORE apps. When a new lead enters your system on Mobilo Card, their information will automatically be duplicated as a contact in kvCORE. This workflow save you steps and ensures your contact list in kvCORE is always up-to-date with your latest leads.
Easily streamline your lead management process with this pairing of the Mobilo Card and kvCORE apps. When a new lead enters your system on Mobilo Card, their information will automatically be duplicated as a contact in kvCORE. This workflow save you steps and ensures your contact list in kvCORE is always up-to-date with your latest leads.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItNew 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
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItCampaign 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)
