kvCORE + Popl
Create new kvCORE contacts from new leads in Popl
Streamline your lead management process with this workflow. When a new lead is detected in your Popl app, a contact will be created in your kvCORE app. Save time and ensure you never miss an opportunity to connect with potential clients. This seamless process will effectively manage your leads and increase your efficiency.
Streamline your lead management process with this workflow. When a new lead is detected in your Popl app, a contact will be created in your kvCORE app. Save time and ensure you never miss an opportunity to connect with potential clients. This seamless process will effectively manage your leads and increase your efficiency.
- When this happens...New Lead
Triggers when you collect a new lead via Popl
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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Lead TypeRequired
Try ItCampaign 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)
Lead TypeRequired
Try ItNew 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
