kvCORE offers many ways to move leads from other systems into your Smart CRM such as lead imports via a CSV file, Zillow, the Lead Dropbox, and many others! Zapier's lead parsing has proven to be an easy, reliable way for Agents to import leads, and has become a fan favorite!
For questions on setting up Zapier please click here.
While the directions will be included below Zapier's help article and video are attached here to make your life a little easier.
Please Note: You will want to create a Zapier account before you can create your Zapier mailboxes. For information on setting up your Zapier account click here.
Step 1: Signup and Create Your First Mailbox
Signup on parser.zapier.com and create your first mailbox with an email address (ex: firstname.lastname@example.org). Send the Zapier team an email (auto-forwarded emails work best!) to use as the basic template.
Step 2: Highlight and Name Text
Simply highlight and name the text that you want to extract from future emails matching the template.
Step 3: Extract Parts of Your Email
Choose which pieces of the email you wish to send as data to kvCORE!
Step 4: Celebrate!
All emails sent to the mailbox will now be parsed and extracted. Data will be saved and accessible on your dashboard!
You will need to create a Zap connecting your parser mailbox to kvCORE and then you're all set!
If you have any questions or need further assistance, please reach out to Customer Support via the blue chat bubble to the right or by emailing email@example.com!
(Keywords: Zapier, zap, lead parsing, parser)