Connecting your kvCORE Account
Importing a Contact from kvCORE
Contact Imports:
When creating new contacts, Shaker will detect any email addresses that already exist in kvCORE and present the option to import that contact from kvCORE.
Importing a contact from kvCORE will sync data such as name, address, lead source, birthday, anniversary date, tags, and more.
Import a vendor from kvCORE
When adding a vendor to a file from a deal page, users will see vendors in kvCORE upon searching. By selecting a vendor with a kvCORE label, you can import that vendor's contact information into Shaker, allowing them to begin receiving trigger communications regarding that deal.
