kvCORE + monday.com
Create monday.com items for new kvCORE leads effortlessly
Stay on top of new leads and streamline your sales process with this automation that connects kvCORE to monday.com. Whenever a new lead is added in kvCORE, this workflow will create a new item in a monday.com board, making it easier to manage and track your leads. Save time and improve efficiency by centralizing information and maintaining an organized pipeline.
Stay on top of new leads and streamline your sales process with this automation that connects kvCORE to monday.com. Whenever a new lead is added in kvCORE, this workflow will create a new item in a monday.com board, making it easier to manage and track your leads. Save time and improve efficiency by centralizing information and maintaining an organized pipeline.
- 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 Item
Create a new Item in a board
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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)
Board IDRequired
Try ItBoard IDRequired
Group Names to trigger on
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
Item Created In Board Copy
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try It
