Follow Up Boss + kvCORE
Create or update contacts in Follow Up Boss from campaign actions in kvCORE
Streamline your contact management process between kvCORE and Follow Up Boss with this smart automation. Whenever a Campaign Action takes place in kvCORE, the corresponding contact will be updated or created in Follow Up Boss, without initiating any action plans. This integration ensures your information remains up-to-date and cohesive across both platforms, enhancing efficiency and organization.
Streamline your contact management process between kvCORE and Follow Up Boss with this smart automation. Whenever a Campaign Action takes place in kvCORE, the corresponding contact will be updated or created in Follow Up Boss, without initiating any action plans. This integration ensures your information remains up-to-date and cohesive across both platforms, enhancing efficiency and organization.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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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
