kvCORE has numerous options for funneling your generated leads to the Smart CRM. However, there are situations when it’s not readily apparent how you would get leads from one system into kvCORE automatically as a new lead – Zapier might be the answer. Whether Zapier will be the best option is dependent on which lead source you’re trying to import leads from. Our recommendation is to learn all of the kvCORE basics of lead generation, and then use those basic tools to start getting all of your existing leads flowing in the system. For some services, there is not a readily available option to move leads into your kvCORE CRM. However if they’re integrated into Zapier then you can – with a little help from this article!
If you’re interested in which apps Zapier currently connects to, please go to Zapier’s website here.
Setting Up Zapier With Your kvCORE Account
Get the kvCORE Zap Link
Zapier Invite Link: https://zapier.com/developer/invite/85187/fe9c8339ed73ac77993bce08b90ecf5e/
Clicking the link above will prompt you to either log into your existing Zapier account or create a new one.
After logging in you’ll want to continue with the steps (choosing apps, etc.).
You’ll then be invited to accept the invite and build a Zap!
*This screen (below) looks very similar to the above, but it will take you to your first Zap.
Because the link is an invite, it assumes you want to create a Zap right away. You’re more than welcome to create a Zap later. No rush!
Creating Zaps for New Leads
Please Note: Zapier will only import new leads that fit your Zap, it does not work retroactively
The first page you land on after following the invite link and filling out your information has the steps for creating a new Zap. You’ll first want to select a trigger.
However, before continuing you have to decide one of two things.
· Am I sending leads FROM kvCORE TO somewhere else?
· Am I sending leads TO kvCORE FROM somewhere else?
Sending Leads FROM kvCORE TO Another Platform:
If you’d like to send your leads from kvCORE to another system, you can proceed to the example Zap. The example Zap starts with the original page you land on after clicking the invite link at the beginning of this guide, and you don't need to change the trigger app. It's already set to kvCORE.
When starting with kvCORE as the trigger app, your only option is to send a lead to another program from your kvCORE CRM.
Sending Leads TO kvCORE FROM Another Platform:
If you’d like to send leads from another system to kvCORE, you need to change your trigger app. The trigger app is the first step of a Zap. Since the lead is coming from another program (not kvCORE), we must start with that program as our trigger app.
To change the trigger app:
1. Click the ‘change’ button to change the trigger app from kvCORE to a different starting program (the program where the leads are coming FROM.)
2. Click into the search box to find the trigger you’d like to use.
3. As soon as you select the one you want your trigger will change!
From here you can proceed to the example zap below to follow along.
Example New Lead Zap
In this example, we will create a Zap that sends leads into kvCORE from Twitter.
Now, calling them leads is a stretch. Twitter doesn't provide the emails of followers to insert into a personal database. However, the idea of using Twitter in this way makes for a fun, relatable example. This way Inside Real Estate can show you how you can connect all types of platforms and the different steps Zapier uses to form a connection.
Other programs can of course provide you with phone numbers or emails of those leads or contacts you want sent to kvCORE. For example, if you run a newsletter campaign via a popular blog or landing page through Mailchimp, you could add your new subscribers automatically to kvCORE. The process is almost the same, apart from the names of some of the options in one program vs. another.
Step 1: Choose Twitter
First, select twitter under the trigger step:
Step 2: Choose Trigger Event
I’d like my new followers from Twitter to be added automatically into kvCORE. In this case select ‘New Follower of Me’
This means that every time I get a new follower on Twitter the information available will be sent to kvCORE.
Then click ‘Continue’
Step 3: Connect Twitter
We’re then prompted to sign into Twitter. Click ‘Sign in to Twitter’ and then give Zapier permission to access your Twitter account
You’ll need to authorize the app officially right afterward, using the ‘Authorize app’ button seen below
*You do NOT need to auto-follow Zapier when syncing your Twitter account (but we do recommend it for product updates and announcements)
After the account is added select ‘Continue’ once more
You can then test the connection to make sure it’s working properly by clicking the ‘Test trigger’ button.
. Below you will see the information from the contact selected and press ‘Continue’.
You can then select ‘Close’. The green checkmarks to the right side indicate that each item has been completed.
*We will come back to this in a moment!
If you started with kvCORE as your trigger, you'll need your Zapier API key. It can be found in your Lead Dropbox. Look for the ‘Zapier Key’ and select ‘Copy’
Admins, please see below for which Zapier key to use:
Agent: All contacts from this Zap go only to your database.
Office: All contacts from this Zap go to your office (rotation/lead routing).
Team: All contacts from this Zap go to your team (rotation/lead routing).
Company: All contacts from this Zap go to your entire company (rotation/lead routing).
Step 4: Choose Action!
We are now ready to select kvCORE as the destination for our followers snatched from Twitter!
Click the ‘+’ sign underneath the Twitter trigger.
Put ‘kvCORE’ in the search box
Now, this should be a little familiar. It's time to pick kvCORE as the 'action’. Simply search for and pick kvCORE from the dropdown.
*If you cannot find kvCORE, you did not previously accept the invite link at the very beginning of this guide. If this is the case you can open the invite link in a new tab and accept it. Then return to the tab you are creating your Zap in, and refresh the page.
After clicking on 'kvCORE' to select it, you will want to select ‘Create Contact (Post)’ from the dropdown. This will create a new contact in your CRM when a new contact is added to Twitter.
Then click ‘Continue’
Step 5: Connect kvCORE account
You’ll then be prompted to sign into kvCORE.
After clicking ‘Sign in to kvCORE’ a new window opens where you insert your API Key.
Again, this is found in kvCORE under the Lead Engine tab > Lead Dropbox.
Click the COPY button to the right of the key you want to use.
Once your key is copied, paste it in, click ‘Continue’, and you should be able to test it successfully. You’ll then want to click ‘Continue’ once more.
Click ‘Save’ + ‘Continue’
Step 6: Connect Fields
We can then begin to match up each of the fields with the corresponding data from Twitter. This dictates the data that will flow over from the trigger to kvCORE. Click on the dropdown menu of each field for the kvCORE record and match it to the Twitter record. You can specify anything you want here, from information about where they are looking to what status they should be inserted into, and even what hashtag to use.
Here are some examples below to help make this process a little easier!
First Name field: Twitter does not have the names separated. I recommend using the follower name and editing in kvCORE when you have the full name
Hashtag field: You don’t need to add a ‘#’ sign. It will be added automatically in kvCORE. If you’d like to add multiple hashtags please use the ‘|’ symbol to separate the hashtags.
Because we’re using Twitter as an example there will not be an exact match for all the fields. We may not be given a full name, and instead of a follower name, screen name, etc. Twitter will not provide email data, but I recommend using the Twitter ID and adding @kvleads.com. This will create a fake email address and ensure that all the leads that are funneled into kvCORE have unique contact records. You can then edit this in their CRM when their actual email address is available.
Here's another example using Gmail instead of Twitter, to highlight some of the differences between triggers. The available actions depend on what the specific program can provide via their API to Zapier.
There are many different fields that you can specify for adding leads to kvCORE. You can create hashtags, add notes, and you can even specify a custom lead source. This lead source can be used in lead routing rules, and hashtags can be used to automatically assign smart campaigns! Your options for automating what happens when these leads flow in are (almost) endless.
Clicking ‘Continue’ will then display a report of the data that was entered, and you can verify that the fields are set up as you like.
Here I highlighted the data I picked out from Twitter to send as a test lead. The fields that have been matched will show in the top half of the screenshot, whereas the fields that don’t have a match from the trigger app will show in the bottom.
At the bottom, click the blue 'Test & Continue’' button. If it completes successfully then you'll see a new test lead in your account.
After a successful test, you can turn on the Zap. This means that it will trigger for all new leads going forward. You can turn it on by clicking the ‘Turn on Zap’ button shown below.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing email@example.com!