Follow Up Boss + kvCORE
Create notes in Follow Up Boss for new leads in kvCORE
Manage your leads more efficiently with this workflow between kvCORE and Follow Up Boss. As soon as a new lead appears in your kvCORE system, this process prompts the creation of a detailed note in Follow Up Boss. This quick transfer of information aids your sales team to get up to speed instantly, enhancing communication and lead management, which can ultimately boost conversion rates.
Manage your leads more efficiently with this workflow between kvCORE and Follow Up Boss. As soon as a new lead appears in your kvCORE system, this process prompts the creation of a detailed note in Follow Up Boss. This quick transfer of information aids your sales team to get up to speed instantly, enhancing communication and lead management, which can ultimately boost conversion rates.
- 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!Create Note
Creates a note on 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
