DeltaNet CRM + kvCORE

Create kvCORE contacts from new DeltaNet CRM leads

Effortlessly manage your leads by connecting DeltaNet CRM with kvCORE. When a new lead is added in DeltaNet CRM, this workflow will automatically create a contact in kvCORE, ensuring that none of your valuable prospects slip through the cracks. Stay organized and save time with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
ActionWrite

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Supported triggers and actions

- Processed/Unprocessed Lead
- Request Type
- Request Source
- Customer Group
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Scheduled
Try It
- First NameRequired
- Last NameRequired
- emailRequired
- Cell Phone
- Daytime phone
- Evening Phone
- Note
Action
Write
- customer_emailRequired
- Blog IdRequired
Action
Write
- EmailRequired
- Group IDRequired
Action
Write
- Event IdRequired
Action
Write

- Customer EmailRequired
- First Name
- Last Name
- Phone
- Assign to Agent
- Request Source
- Broadcast Lead
- Comments
- MLSID
- Property Address
- City
- State
- Zip code
- Services of Interest
Action
Write
- Customer emailRequired
- Property AddressRequired
- CityRequired
- StateRequired
- Zip codeRequired
- Showing Date And TimeRequired
- Showing Note
Action
Write

- Campaign Zap IDRequired
Trigger
Instant
Try It
- First 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)
Action
Write

- Processed/Unprocessed request
- Request Type
- Request Source
- Customer Groups
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Scheduled
Try It
- customer_emailRequired
- NoteRequired
- Date
Action
Write
- Customer emailRequired
- Start DateRequired
- RepeatRequired
- End Date
- ActionRequired
- Note
Action
Write
- Start dateRequired
- End dateRequired
- Event TitleRequired
- Event Info
Action
Write
- Customer EmailRequired
- Group IdRequired
Action
Write
- Customer emailRequired
- Blog IdRequired
Action
Write
- emailRequired
- First NameRequired
- Last NameRequired
- Cell Phone
- Daytime phone
- Evening Phone
- Note
Action
Search or write
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