Create new kvCORE contacts from new Contacts+ entries
Simplify your workflow with this integration between Contacts+ and kvCORE. Upon adding a new individual to Contacts+, a parallel entry is instantly created in kvCORE. This seamless process eliminates the need for duplicate tasks, maintaining data consistency across both platforms. Enjoy an enhanced, time-efficient experience through this resourceful tool ensuring unified record management.
Simplify your workflow with this integration between Contacts+ and kvCORE. Upon adding a new individual to Contacts+, a parallel entry is instantly created in kvCORE. This seamless process eliminates the need for duplicate tasks, maintaining data consistency across both platforms. Enjoy an enhanced, time-efficient experience through this resourceful tool ensuring unified record management.
- When this happens...New Contact
Triggers when a contact is created or a business card is transcribed.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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