kvCORE + SetSchedule
Update kvCORE contacts when new opportunities arise in SetSchedule
Efficiently manage new sales leads with this SetSchedule to kvCORE workflow. When a new opportunity arises in SetSchedule, it seamlessly updates the corresponding contact information in kvCORE. Stay organized and save time, while ensuring your contact data remains up-to-date across both platforms.
Efficiently manage new sales leads with this SetSchedule to kvCORE workflow. When a new opportunity arises in SetSchedule, it seamlessly updates the corresponding contact information in kvCORE. Stay organized and save time, while ensuring your contact data remains up-to-date across both platforms.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Update Contact
Updates a new contact within an account.
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New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try It
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
NotesRequired
Temperature
Next Activity
Schedule ToRequired
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)
