kvCORE (BoldTrail) recipes
Text new kvCORE leads from your own number instead of a platform number.
Two recipes for kvCORE (BoldTrail). Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.
How kvCORE (BoldTrail) connects
- : BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
Text new leads from your own number
| Part | What it is |
|---|---|
| Trigger | When a new lead is added in kvCORE |
| Action | BlueBot’s Send Text action |
| Connects through |
Steps
- Start a Zap with kvCORE’s trigger for a new lead.
- Add BlueBot’s Send Text action and map the lead’s phone to To.
- Write the text with the lead’s first name mapped in.
Map the fields
| BlueBot field | Map it to |
|---|---|
| To | The person’s mobile number from kvCORE (BoldTrail). US numbers can leave off the +1. |
| Text | 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? |
{{first_name}} in the text | kvCORE (BoldTrail)’s first name field. |
| Metadata | source set to kvcore, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again. |
| Service | Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone. |
Test it
Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map kvCORE (BoldTrail)’s field back into To and turn the Zap on.
Text yourself each new lead
| Part | What it is |
|---|---|
| Trigger | When a new lead is added in kvCORE |
| Action | BlueBot’s Send Text action |
| Connects through |
Steps
- Start a Zap with kvCORE’s trigger for a new lead.
- Add BlueBot’s Send Text action with your own number in To.
- Put the lead’s name and phone number in Text.
Map the fields
| BlueBot field | Map it to |
|---|---|
| To | The person’s mobile number from kvCORE (BoldTrail). US numbers can leave off the +1. |
| Text | New kvCORE lead: {{name}}, {{phone}}. |
{{name}} in the text | kvCORE (BoldTrail)’s name field. |
{{phone}} in the text | kvCORE (BoldTrail)’s phone field. |
| Metadata | source set to kvcore, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again. |
| Service | Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone. |
Test it
Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map kvCORE (BoldTrail)’s field back into To and turn the Zap on.
Before you turn it on
- Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them.
- A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit.
- on the integrations page says what else the two do together.