kvCORE + Witly
Create kvCORE contacts from new Witly leads
Streamline your lead management process with this efficient workflow. Whenever you get a new lead in Witly, this automation will instantly create a new contact post in kvCORE. It's a seamless method to ensure your contacts across applications are always up to date, enhancing your ability to capture opportunities and manage leads more effectively.
Streamline your lead management process with this efficient workflow. Whenever you get a new lead in Witly, this automation will instantly create a new contact post in kvCORE. It's a seamless method to ensure your contacts across applications are always up to date, enhancing your ability to capture opportunities and manage leads more effectively.
- When this happens...New Lead
Triggers when a new lead is generated.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Lead
Triggers when a new lead is generated.
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
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)
