Follow Up Boss + kvCORE
Create notes in Follow Up Boss for new campaign actions in kvCORE
Stay organized and efficient in your real estate business with this handy workflow. When a campaign action takes place in your kvCORE platform, it will instantly create a note in your Follow Up Boss app. This means you'll always keep track of campaign developments and ensure swift follow-ups, simplifying your data management. Take your real estate operations to the next with this seamless automation.
Stay organized and efficient in your real estate business with this handy workflow. When a campaign action takes place in your kvCORE platform, it will instantly create a note in your Follow Up Boss app. This means you'll always keep track of campaign developments and ensure swift follow-ups, simplifying your data management. Take your real estate operations to the next with this seamless automation.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- 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
