kvCORE + SweetAssist

Add new leads in kvCORE as contacts in SweetAssist

Simplify your lead management by automatically adding new leads from kvCORE to your contact list in SweetAssist. With this Zap, every time a new lead is generated in kvCORE, the contact information is automatically transferred to SweetAssist, ensuring that you never miss a follow-up. Keep your contacts organized and your sales pipeline flowing smoothly with this automated connection between kvCORE and SweetAssist.

Simplify your lead management by automatically adding new leads from kvCORE to your contact list in SweetAssist. With this Zap, every time a new lead is generated in kvCORE, the contact information is automatically transferred to SweetAssist, ensuring that you never miss a follow-up. Keep your contacts organized and your sales pipeline flowing smoothly with this automated connection between kvCORE and SweetAssist.

  1. When this happens...
    kvCOREkvCORE
    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    TriggerInstant
  2. automatically do this!
    SweetAssistSweetAssist
    Create Contact

    Creates a new contact.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • kvCORE triggers, actions, and search

    New Lead

    Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

    Trigger
    Instant
    Try It
    • Email

    • 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

    Action
    Write
    • Email

    • First Name

    • Last Name

    • Middle Name

    • Email 2

    • Mobile Phone

    • Work Phone

    • Home Phone

    • Address

    • Business Name

    • Website

    • Business Address

    • Notes

    Trigger
    Instant
    Try It
    • FIrst NameRequired

    • Last NameRequired

    • EmailRequired

    • Gender

    • Telephone

    • Nick Name

    • Work Email

    • Personal Email

    • Fax

    • Website URL

    • DBA name

    • Start Date

    • Previous Brokerage

    • Social Security Number

    • Corporation name

    • EIN

    • Date of Birth

    • Drivers License Number

    • Have you moved your Real Estate License (YES/NO)

    • Real estate license Number

    • Expiration Date

    • Issue Date

    • Real Estate Association

    • MLS Id

    • Notes

    • MLS Office ID

    • Mailing Address

    • Mailing Address 2

    • Zip Code

    Action
    Write
kvcore logo
kvcore logo

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sweetassist-v3 logo
sweetassist-v3 logo

About SweetAssist

SweetAssist is a complete real estate training centre relationship marketing software and mastermind community.

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier