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.
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.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
Start dateRequired
End dateRequired
Event TitleRequired
Event Info