DeltaNet CRM + kvCORE integrations
Create kvCORE contacts from new DeltaNet CRM leads
Effortlessly manage your leads by connecting DeltaNet CRM with kvCORE. When a new lead is added in DeltaNet CRM, this workflow will automatically create a contact in kvCORE, ensuring that none of your valuable prospects slip through the cracks. Stay organized and save time with this seamless integration.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
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More things you can do with DeltaNet CRM and kvCORE
Discover other triggers and actions you can use with DeltaNet CRM and kvCORE
- Processed/Unprocessed Lead
- Request Type
- Request Source
- Customer Group
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- emailRequired
- Cell Phone
- Daytime phone
- Evening Phone
- Note
ActionWrite- customer_emailRequired
- Blog IdRequired
ActionWrite- EmailRequired
- Group IDRequired
ActionWrite
- Processed/Unprocessed request
- Request Type
- Request Source
- Customer Groups
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Try ItTriggerPolling- customer_emailRequired
- NoteRequired
- Date
ActionWrite- Customer emailRequired
- Start DateRequired
- RepeatRequired
- End Date
- ActionRequired
- Note
ActionWrite- Start dateRequired
- End dateRequired
- Event TitleRequired
- Event Info
ActionWrite
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