Certileads + kvCORE
Create new kvCORE contacts from new Certileads leads
Streamline your contact management process with this seamless workflow. Whenever a new lead surfaces in Certileads, their details promptly generate a new contact in kvCORE. This smart mechanism eradicates the need for manual entry, reducing error risks and preserving valuable time. Ideally suited for real estate businesses, it cultivates potential client relationships while simplifying operations.
Streamline your contact management process with this seamless workflow. Whenever a new lead surfaces in Certileads, their details promptly generate a new contact in kvCORE. This smart mechanism eradicates the need for manual entry, reducing error risks and preserving valuable time. Ideally suited for real estate businesses, it cultivates potential client relationships while simplifying operations.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead
Triggers when a New Lead is delivered.
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)
