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Showing articles from kvCore tag

Mojo to BoldTrail: Integration Setup & Field Mapping

Mojo + BoldTrail Mojo to BoldTrail (formerly kvCORE): Integration Setup & Field Mapping This integration automatically syncs contacts from a specified Group in Mojo into BoldTrail (formerly kvCORE), keeping names, phone numbers, emails, property details, and call notes up to date without any manual exporting. …

Homestack - kvCore Sync Configuration

Summary Users in Homestack and Contacts in kvCore can be synced using this integration. Please see below for a list of configurable settings on each integration, varying depending on whether you are syncing To or From Homestack. Homestack Users to kvCore Contacts Overview When setting up a Homestack > kvCore sy…

How To Connect and Update BoldTrail Connection

API Nation + BoldTrail How To Connect and Update BoldTrail (kvCORE) Connection This article covers how to connect BoldTrail to API Nation for the first time , as well as how to update an existing connection if your API key has changed or your workflows are failing with authentication errors. HOW TO GET YOUR BOL…

PrimeStreet - kvCore Sync Configuration

Summary Referrals in PrimeStreet and Contacts in kvCore can be synced using this integration. Please see below for a list of configurable settings on each integration, varying depending on whether you are syncing To or From PrimeStreet. PrimeStreet Referrals to kvCore Contacts Overview When setting up a PrimeSt…

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