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Integrating Shaker and kvCORE
Integrating Shaker and kvCORE
Ashley Walsh avatar
Written by Ashley Walsh
Updated over a week ago

In this Article:

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.


Importing from kvCORE Help Video

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