Follow Up Boss + kvCORE
Apply an action plan to contacts in Follow Up Boss for new leads in kvCORE
Enhance your productivity with this efficient workflow between kvCORE and Follow Up Boss. Whenever you get a new lead in kvCORE, this automation applies an action plan to this contact in Follow Up Boss without any manual intervention. This ensures prompt follow-up and effective tracking helping you engage more effectively with potential clients, thereby boosting your sales performance.
Enhance your productivity with this efficient workflow between kvCORE and Follow Up Boss. Whenever you get a new lead in kvCORE, this automation applies an action plan to this contact in Follow Up Boss without any manual intervention. This ensures prompt follow-up and effective tracking helping you engage more effectively with potential clients, thereby boosting your sales performance.
- 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!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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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
