Create new kvCORE contacts from new Wave Connect contacts
When a new contact is added in Wave Connect, streamline your workflow by creating a corresponding contact in the kvCORE app instantly. This automation takes the hassle out of manually updating two separate systems, saving you precious time so you can focus on building relationships instead of managing data. Enhance your efficiency and keep your contacts harmonized between Wave Connect and kvCORE.
When a new contact is added in Wave Connect, streamline your workflow by creating a corresponding contact in the kvCORE app instantly. This automation takes the hassle out of manually updating two separate systems, saving you precious time so you can focus on building relationships instead of managing data. Enhance your efficiency and keep your contacts harmonized between Wave Connect and kvCORE.
- When this happens...New Contact
Triggers when a new connection or a new exchange form is submitted.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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Deleted Contact
Triggers when you delete a contact.
Try ItUpdated Contact
Triggers when you update a contact or one of your contact update his profile. For instance, is a contact change his email, this trigger will be updated.
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
New Contact
Triggers when a new connection or a new exchange form is submitted.
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)