Homebot + kvCORE
Create new Homebot clients from new kvCORE leads
Initiate a seamless workflow that manages your kvCORE leads by creating a new client in Homebot. With this setup, every new lead in kvCORE results in a corresponding client creation in Homebot, enhancing your efficiency and handling leads proficiently. It simplifies lead management and allows you to focus more on fostering relationships with clients.
Initiate a seamless workflow that manages your kvCORE leads by creating a new client in Homebot. With this setup, every new lead in kvCORE results in a corresponding client creation in Homebot, enhancing your efficiency and handling leads proficiently. It simplifies lead management and allows you to focus more on fostering relationships with clients.
- 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!Create Client
Creating a new client
- Free forever for core features
- 14 day trial for premium features & apps
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)
Client IDRequired
Saved Search NameRequired
Minimum PriceRequired
Maximum PriceRequired
CityRequired
State AbbreviationRequired
Zip CodeRequired
Client IDRequired
Address (street)Required
Address (zip)Required
Address (unit)
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood Insurance
Hazard Insurance Company
Hazard insurance cost
HOA dues
Lot size
Occupancy status
Sold date
Sold Price
Title insurance
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
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
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
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
