Follow Up Boss + kvCORE
Create Follow Up Boss inquiries or website events from new kvCORE leads
Effortlessly manage your kvCORE leads with this convenient workflow. Whenever a new lead is added in kvCORE, it will create a new inquiry or website event in Follow Up Boss, streamlining your lead nurturing process. Save valuable time and stay organized by automating your lead tracking and engagement tasks.
Effortlessly manage your kvCORE leads with this convenient workflow. Whenever a new lead is added in kvCORE, it will create a new inquiry or website event in Follow Up Boss, streamlining your lead nurturing process. Save valuable time and stay organized by automating your lead tracking and engagement tasks.
- When this happens...New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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Campaign 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)
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
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
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It
