Create new kvCORE contacts from new leads in roomvu
When a new lead registers on roomvu, this workflow makes your life easier by instantly posting that contact information in your kvCORE account. No more manual data entry required, letting you focus on connecting with your leads immediately, thus enhancing your customer interaction. Make the most successful customer onboarding process with this efficient workflow between roomvu and kvCORE.
When a new lead registers on roomvu, this workflow makes your life easier by instantly posting that contact information in your kvCORE account. No more manual data entry required, letting you focus on connecting with your leads immediately, thus enhancing your customer interaction. Make the most successful customer onboarding process with this efficient workflow between roomvu and kvCORE.
- When this happens...New Lead
Triggers when a new lead is captured under your account on roomvu.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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New Content
Triggers when a new scheduled content is published under your account on roomvu.
Try ItLead NameRequired
Lead EmailRequired
Lead Phone Number
Lead Message
Lead Address
Lead Income
Lead Rent
Run Journey
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 Lead
Triggers when a new lead is captured under your account on roomvu.
Try ItLead NameRequired
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