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Quickly connect kvCORE to SetSchedule with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate kvCORE with SetSchedule - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Campaign Action" from kvCORE.
Add your action
An action happens after the trigger—such as "Create Opportunity" in SetSchedule.
You’re connected!
Zapier seamlessly connects kvCORE and SetSchedule, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign Zap IDRequired
Try ItTriggerInstant- First 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)
ActionWrite- New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerInstant - TypeRequired
- Full NameRequired
- Email
- Phone
- Address Line
- CityRequired
- StateRequired
- Region
- ZipRequired
- LatitudeRequired
- LongitudeRequired
- Price
- Notes
- TemperatureRequired
- Next Activity
- Schedule To
ActionWrite
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
ActionWrite- Opportunity Updated
Triggers when an opportunity was updated.
Try ItTriggerInstant - Opportunity IDRequired
- Notes
- TemperatureRequired
- Next Activity
- Schedule To
ActionWrite
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