kvCORE + Stan
Create new kvCORE contacts from new customers in Stan
Create a seamless workflow between Stan and kvCORE with this automation. Each time you acquire a new customer on Stan, their details will be instantly populated into kvCORE as a contact. Enhance your customer relationship management and save valuable time by eliminating manual data entry.
Create a seamless workflow between Stan and kvCORE with this automation. Each time you acquire a new customer on Stan, their details will be instantly populated into kvCORE as a contact. Enhance your customer relationship management and save valuable time by eliminating manual data entry.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
- Free forever for core features
- 14 day trial for premium features & apps
Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
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)
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
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
