KVCore Integration
Written by Jenna Tighe
Updated at February 21st, 2023
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Table of Contents
How to forward your AE Leads into your KVCore account
Log into KVCore and click on Lead Engine.
Click on Choose Lead Source.
Copy the email address under the Email section.
Go to your AE CRM by clicking on the green bar that says View Leads in your website dashboard.
Go to the dropdown icon to the right of Alert & Email Settings and click Advanced Routing.
How to forward your AE Leads into your KVCore account
Log into KVCore and click on Lead Engine.
Click on Choose Lead Source.
Copy the email address under the Email section.
Go to your AE CRM by clicking on the green bar that says View Leads in your website dashboard.
Click Setup from the menu.
Go to the dropdown icon to the right of Alert & Email Settings and click Advanced Routing.
Paste your Lead Forwarding Email into each space. Be sure to check every box labeled Other.
- Click Save Email Settings when complete.
Your leads will now forward to your KVCore account.