Guide: How to import contacts and send leads to your KvCore CRM

Building Your kvCORE Experience:

Intro to Essential Lead Management Techniques

To start your kvCORE usage, you’ll need these essential steps for contact importation and lead management.

Learn how to master KvCore, Online Marketing and Scale your real estate sales with Agent2Brand:

1. DIY CSV Import via Lead Dropbox Email:

   Easily upload your existing leads using a CSV file through the Lead Dropbox Email. Click here to implement now!

2. DIY Bulk Import Tool:

   Streamline your lead import process with their efficient Bulk Import Tool. Click here to implement now!

   The video on the next page will walk you through the importing process step-by-step! Please schedule an appointment with IRE or your Agent2Brand account manager if you need help with formatting your import file. Also, be sure to take a look at the lead import template on KvCore which demonstrates how your import file should be configured based on the country you live in.

   Please Note: If you wish to import more than 7,000 leads you will need to let Inside Real Estate handle the import for you.

3. Inside Real Estate Help:

   Let Inside Real Estate support team do it for you instead.

   Click here to let IRE implement it for you!

4. Syncing with Google and Microsoft Accounts:

   • Seamlessly connect your Microsoft Office 365/Outlook contacts to kvCORE. Click here!

   • Integrate Google contacts for a cohesive management experience. Click here!

5. Zapier Integration Setup:

   Learn how to configure Zapier for effective lead capture. Click here to set this up!!

6. Lead Forwarding with Realtor.com/OpCity:

   • Implement lead forwarding from Realtor.com and OpCity into kvCORE.

   • Click here to implement this now!

7. Zillow Tech Connect Integration:

   Connect Zillow Tech Connect for streamlined and seamless lead forwarding.

   Click here to implement today!

8. API Token Creation for Vendor Services:

   Discover how to create an API token for enhanced connectivity with various services. Click here to follow the step by step process for setting up API keys.
   

These guides are crafted to empower your lead management in kvCORE, reflecting Agent2Brand's commitment to providing practical and efficient digital solutions for real estate professionals.

Need more support? For professional assistance, please, get in touch with one of our experts today.