Dotloop + kvCORE
Create new kvCORE contacts every time a new loop is added in Dotloop
When a new loop is created in Dotloop, this workflow seamlessly adds these details as a new contact in your kvCORE platform. It provides a hassle-free way to manage your real estate transactions by ensuring that all potential client information from Dotloop is instantly available in kvCORE. This automation aids in improving your client communication and sales pipeline management, reducing manual data entry.
When a new loop is created in Dotloop, this workflow seamlessly adds these details as a new contact in your kvCORE platform. It provides a hassle-free way to manage your real estate transactions by ensuring that all potential client information from Dotloop is instantly available in kvCORE. This automation aids in improving your client communication and sales pipeline management, reducing manual data entry.
- When this happens...New Loop
Triggers when a new loop is created.
- 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
ProfileRequired
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)
ProfileRequired
Loop NameRequired
Transaction TypeRequired
Template
Street Name
Street Number
Unit
City
State
Zip Code
County
Country
MLS Property ID
MLS ID
Your Agent MLS ID
NRDS ID
New 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
