kvCORE + Surefire CRM

Create contacts in Surefire CRM for new kvCORE leads

Effortlessly stay on top of your new kvCORE leads and streamline your sales process by adding them to Surefire CRM. This workflow activates when you receive a new lead in kvCORE, and then creates a contact in Surefire CRM for seamless communication and follow-up. Save time and improve efficiency by letting this automation manage your contact database, so you can focus on building strong relationships with potential clients.

Effortlessly stay on top of your new kvCORE leads and streamline your sales process by adding them to Surefire CRM. This workflow activates when you receive a new lead in kvCORE, and then creates a contact in Surefire CRM for seamless communication and follow-up. Save time and improve efficiency by letting this automation manage your contact database, so you can focus on building strong relationships with potential clients.

  1. When this happens...
    kvCOREkvCORE
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    TriggerInstant
  2. automatically do this!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • kvCORE triggers, actions, and search

    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • 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
kvcore logo
kvcore logo

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
surefire logo
surefire logo

About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier