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kvCORE (BoldTrail)

Text new kvCORE leads from your own number instead of a platform number.
Start free for 7 daysStep-by-step in the docs

All integrationsboldtrail.com(opens in a new tab)

What you can do

  • Text new kvCORE leads from your own number instead of a platform number.
  • Text yourself each new lead’s name and number so you can call them right away.

How it connects

  • Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs

Recipes

Two recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Text new leads from your own number

Starts when

When a new lead is added in kvCORE

  1. Start a Zap with kvCORE’s trigger for a new lead.
  2. Add BlueBot’s Send Text action and map the lead’s phone to To.
  3. Write the text with the lead’s first name mapped in.

The text it sends

Hi {{first_name}}, it’s Dana with Bayside Homes. Thanks for looking at homes on my site. Anything you’d like to tour this weekend?

From your own number

02With Zapier

Text yourself each new lead

Starts when

When a new lead is added in kvCORE

  1. Start a Zap with kvCORE’s trigger for a new lead.
  2. Add BlueBot’s Send Text action with your own number in To.
  3. Put the lead’s name and phone number in Text.

The text it sends

New kvCORE lead: {{name}}, {{phone}}.

From your own number

Step-by-step in the docs

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