Create contacts in kvCORE from new clients in RealScout
Effortlessly manage your real estate leads with this convenient automation. When a new client is created in RealScout, it will instantly create a contact in kvCORE, ensuring that all your leads are streamlined and organized in one place. Save valuable time and focus on nurturing your clients while this workflow handles the behind-the-scenes tasks.
Effortlessly manage your real estate leads with this convenient automation. When a new client is created in RealScout, it will instantly create a contact in kvCORE, ensuring that all your leads are streamlined and organized in one place. Save valuable time and focus on nurturing your clients while this workflow handles the behind-the-scenes tasks.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItCampaign 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)
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
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