kvCORE + RealScout
Create RealScout clients from new kvCORE campaign actions
Streamline your client management process by connecting kvCORE and RealScout apps with this efficient workflow. When a campaign action occurs in kvCORE, your client information will be instantly added to RealScout, ensuring seamless communication and timely follow-ups. Save time and enhance your client experience with this effortless integration.
Streamline your client management process by connecting kvCORE and RealScout apps with this efficient workflow. When a campaign action occurs in kvCORE, your client information will be instantly added to RealScout, ensuring seamless communication and timely follow-ups. Save time and enhance your client experience with this effortless integration.
- When this happens...Campaign Action
Triggers when a campaign action runs for a specific Zap ID.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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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)
Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
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
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
