KVCORE Zapier Integration to EngageMore CRM
If you are a KVCORE user and generating online leads from your KVCORE website, you will want to be sure all your leads flow smoothly into your EngageMore CRM account. This lesson will show you how to get that set-up easily and trigger a Drip Flow to match your incoming lead sources. If you are wanting to import a list of your KVCORE leads in bulk, be sure you watch this trai
First step is to get the invite from KVCORE to connect with Zapier. Click here on this link first: https://zapier.com/developer/invite/85187/fe9c8339ed73ac77993bce08b90ecf5e/
You will then be taken to this screen where you will click Login to Accept Invite. If you do not already have a free Zapier account, you will be prompted to sign up. If you have an account, just sign into Zapier with your login credentials. Once you have taken these steps, head down to watch the video lesson on the next steps to create your zap to "zap" in your KVCORE website leads into your EngageMore CRM account.
NOTE: Access the list of Drip Flow Triggers here. We suggest that you print it out and keep it handy to reference. Drip Flow Trigger Form Field List
EngageMore CRM will provide you help connecting and managing Zapier. We offer set up and management services for you Click here to learn more.
In addition to this training to integrate, we also suggest some other important training too. Best practice is to be sure you have all the training to clone/create campaigns inside of EngageMore CRM for any types of leads you may get from kvCore website such as home searches that are saved by buyers, what's my home worth seller leads, contact forms, and any landing pages you may create inside of your kvCore website. You should always have a separate campaign for each lead type and send those leads when they sign up into EngageMore CRM to the corresponding campaign.
Here are a few more lessons you want to get under your belt to accomplish this!
Overview of Drip Flow Campaigns
Why to Clone an Existing Drip Flow Campaign
Cloning & Editing an Existing Drip Flow Campaign
How & Why to Use Recurring Listing Flows to Increase Online Exposure
Creating and Using Recurring Drip Flows
Automating a Second Drip Flow for an Incoming Lead