kvCORE + SetSchedule
Update kvCORE contacts when SetSchedule opportunities are updated
Keep your kvCORE contacts updated with the latest information from SetSchedule opportunities using this seamless workflow. When an opportunity is updated in SetSchedule, this automation ensures the corresponding contact in kvCORE is also updated, saving you time and reducing manual work. Stay organized and efficient by ensuring your contacts are always up-to-date.
Keep your kvCORE contacts updated with the latest information from SetSchedule opportunities using this seamless workflow. When an opportunity is updated in SetSchedule, this automation ensures the corresponding contact in kvCORE is also updated, saving you time and reducing manual work. Stay organized and efficient by ensuring your contacts are always up-to-date.
- When this happens...Opportunity Updated
Triggers when an opportunity was updated.
- 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)
