kvCORE + Seamless.AI
Create new kvCORE contacts from new Seamless AI contacts
When new contacts are added to your Seamless AI, this workflow ensures they’re immediately entered into kvCORE as well. This seamless transfer between applications saves you the hassle of manual data entry, letting you focus more on building relationships with your contacts. Enjoy an organized and consistent record-keeping experience, maximizing your efficiency and productivity.
When new contacts are added to your Seamless AI, this workflow ensures they’re immediately entered into kvCORE as well. This seamless transfer between applications saves you the hassle of manual data entry, letting you focus more on building relationships with your contacts. Enjoy an organized and consistent record-keeping experience, maximizing your efficiency and productivity.
- When this happens...New Contact
Triggers when a new "My Contact" is researched in Seamless.AI.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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- 14 day trial for premium features & apps
Lists
Company Industry
Company Size
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)
Lists
Email
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
