Homebot + kvCORE

Create new Homebot clients from kvCORE campaign actions

Streamline your real estate marketing efforts with this effective workflow. Whenever a new campaign action takes place in kvCORE, it promptly initiates a create client task in Homebot. This efficient process not only saves time but also ensures that you are instantly responding to campaign actions, contributing to a robust and responsive client management system in your real estate business.

Streamline your real estate marketing efforts with this effective workflow. Whenever a new campaign action takes place in kvCORE, it promptly initiates a create client task in Homebot. This efficient process not only saves time but also ensures that you are instantly responding to campaign actions, contributing to a robust and responsive client management system in your real estate business.

  1. When this happens...
    kvCOREkvCORE
    Campaign Action

    Triggers when a campaign action runs for a specific Zap ID.

    TriggerInstant
  2. automatically do this!
    HomebotHomebot
    Create Client

    Creating a new client

    ActionWrite
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Supported triggers and actions

  • kvCORE triggers, actions, and 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
    • Buyers Access

    • Close Date

    • Date of birth

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Locale

    • Mobile

    • Borrower Type

    • First external mapping source

    • First external mapping ID

    • Second external mapping source

    • Second external mapping ID

    • Third external mapping source

    • Third external mapping ID

    Action
    Write
    • Home IDRequired

    • AmountRequired

    • DateRequired

    • Company loan IDRequired

    • Adjustable

    • APR

    • ARM first period change

    • ARM index

    • ARM life cap

    • ARM margin

    • ARM rate cap

    • ARM years initial

    • Escrow monthly

    • FHA mi monthly

    • Finance type

    • First payment due date

    • Lien position

    • LO NMLS

    • Loan program

    • Loan type

    • MI downpayment

    • MLC NMLS

    • PMI monthly

    • Rate

    • refi

    • Refi purpose

    • Term years

    • Total monthly payment

    • First external mapping source

    • First external mapping ID

    • Second external mapping source

    • Second external mapping ID

    • Third external mapping source

    • Third external mapping ID

    Action
    Write
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About Homebot

Homebot is a homeownership intent platform that surfaces actionable data first.
Learn more

Related categories

  • Marketing
kvcore logo
kvcore logo

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier