Verse + kvCORE

Update kvCORE contacts with new qualified leads from Verse

When a new qualified lead comes in through Verse, you can ensure your kvCORE contact list remains updated with this automation. It will help keep your client database accurate and up to date, saving you time and increasing efficiency. This workflow does all of the work once a lead is qualified in Verse, updating that information in your kvCORE system, so you can focus on building relationships and closing deals.

When this happens...
New Qualified Conversation
Trigger when a conversation has been qualified.
TriggerInstant
automatically do this!
Update Contact
Updates a new contact within an account.
ActionWrite

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Supported triggers and actions

New Conversation Activity
Trigger when a new activity on a conversation is added.
Trigger
Instant
Try It
New Qualified Conversation
Trigger when a conversation has been qualified.
Trigger
Instant
Try It
End Conversation (Qualify)
End and qualify a conversation.
Action
Write
- Search ByRequired
- Search ValueRequired
Action
Write
- Conversation Converted
- Conversion Amount
- First Name
- Last Name
- Email
- Street Address
- City
- State
- Postal Code
- External Id
- Type
- Additional Notes
- Source
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Owner Team Name
- Custom Fields
Action
Write

- Campaign Zap IDRequired
Trigger
Instant
Try It
- First 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)
Action
Write

New Conversation Created
Trigger when a conversation has been created.
Trigger
Instant
Try It
New Unqualified Conversation
Trigger when a conversation has been unqualified.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone Number
- Type
- Street Address
- City
- State
- Postal Code
- Additional Notes
- Source
- External Id
- Script
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Team Name
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Custom Fields
Action
Write
Stop Conversation (Unqualify)
Stop and unqualify a conversation.
Action
Write
- Search By
- Search Value
Action
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