Microsoft Excel + kvCORE
Add new rows in Microsoft Excel for every new lead in kvCORE
Easily manage your new leads from kvCORE by integrating with Microsoft Excel. Every time a new lead is noted in kvCORE, this process updates your Excel spreadsheet by adding a new row. This streamlined process ensures all crucial lead details are captured and efficiently sorted in Excel, alleviating any manual data entry.
Easily manage your new leads from kvCORE by integrating with Microsoft Excel. Every time a new lead is noted in kvCORE, this process updates your Excel spreadsheet by adding a new row. This streamlined process ensures all crucial lead details are captured and efficiently sorted in Excel, alleviating any manual data entry.
- When this happens...New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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)
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try It
New 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
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try It
