kvCORE integration with Fieldnotes
How to Update or add contacts in Fieldnotes with new leads in kvCORE
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update or add contacts in Fieldnotes with new leads in kvCORE" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Fieldnotes integrations
Fieldnotes actions
Nekton can use any feature that is available in Fieldnotes API.
Using our advanced AI, you can easily create custom automations for Fieldnotes.
Here are some typical actions you can do in your automated workflows.
Add Note
Add as a new note
Contact Lookup
It will lookup for contact based on input field data
Add Contact
Add as a new contact.
Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
New AI Status
Triggers when AI status of the contact is changed.
New or Updated Contact
Triggers when you add or update a contact.
About Fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.