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kvCORE Integrations: Webhooks, Zapier, API and Lead Sources

kvCORE Integrations: Webhooks, Zapier, API and Lead Sources

kvCORE integrations run through five channels. kvCORE is now sold as BoldTrail by Inside Real Estate, and its developer portal lists a Public API V2, "BoldTrail Contact and User Webhooks" and a Partners API (Inside Real Estate developer portal). On top of that sit the BoldTrail Marketplace, Zapier and the Lead Dropbox email parser. Webhooks and Zapier are the usual answer for tools like SetSchedule, ManyChat and an AI lead responder.

The five ways to connect a tool to kvCORE

Each method below comes from Inside Real Estate's own pages or the Zapier app listing (as of October 2026). The right one depends on whether you need data in, data out, or both.

MethodWhat it doesDirectionBest forSource
Marketplace integrationsPrebuilt partner apps added from the BoldTrail MarketplaceVaries by appDocuSign, dotloop, Mailchimp, Zillow Group and similar partnersBoldTrail Marketplace
WebhooksContact and user events, plus a Webhook action inside Smart CampaignsOut of kvCORE (and contact updates in)Sending a new or updated lead to another systemDeveloper portal
Public API V2The main API for partners to read and write BoldTrail dataBothVendors building a full two-way integrationDeveloper portal
ZapierTwo triggers and two actions for the kvCORE appBothNo-code links to SetSchedule, ManyChat, forms and sheetsZapier kvCORE app
Lead DropboxReads a lead email and creates the contactInto kvCOREPortals and sources that can only send emailLead Dropbox help

Does kvCORE support webhooks?

Yes. Inside Real Estate's developer portal includes "Documentation on BoldTrail Contact and User Webhooks" (developer portal). Those fire on contact and user events, so another system can react when a lead is created or changes.

There is also a Webhook action inside Smart Campaigns. A setup guide from thanks.io, a BoldTrail Marketplace partner, walks through it: in the campaign you "Click Add Action and select Webhook," paste the receiving URL, and map BoldTrail merge tags such as {first_name} to the fields the other tool expects (thanks.io guide). Use this when you want a step in a campaign, such as day 3 of a nurture plan, to push data out.

The two are different tools. Contact webhooks follow events in the database. A Smart Campaign webhook only fires for leads enrolled in that campaign, at the step where you placed it.

What a kvCORE webhook sends, and how to switch it on

Contact webhooks are not self-serve. Inside Real Estate's getting-started guide says "Setting up webhooks with BoldTrail currently requires our team to help," and asks for the accounts you want covered plus three endpoints: contact creation and update, contact actions, and users and agents (BoldTrail webhooks guide).

Your endpoints "should be set up to receive a POST request in JSON format" and "should handle requests in batches."

The payloads carry enough to drive follow-up:

  • Contact creation and update events include fields such as source, capture_method, phone_on, text_on, tcpa_optin_date and tcpa_optin_party (field list), so a responder can check the channels and the consent record before it calls or texts.
  • Contact action events name what happened, for example contact_dropbox_submission, contact_save_listing, contact_view_listing and contact_unsubscribed_compliance_sms (action types). A saved listing is a good trigger for a same-day call; an unsubscribe event should stop every channel at once.

Plan for duplicate records too. Inside Real Estate's API guide says most accounts run with lead duplication on, "which we recommend," and that with it on "A contact can exist multiple times within the same BoldTrail account, but only once at each ownership level" (duplicate leads guide). A tool that matches leads by email alone can update the wrong copy, so match on the contact ID in the webhook instead.

Zapier triggers and actions for kvCORE

Zapier's kvCORE app has two triggers and two actions (Zapier):

  • New Lead triggers "when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes)."
  • Campaign Action triggers "when a campaign action runs for a specific Zap ID." You create the Zap ID by adding a Zapier action inside a Smart Campaign.
  • Create Contact "Creates a new contact within an account, optionally assigned to an agent."
  • Update Contact edits a contact and can write logged call details, such as call type and resolution.

The 15-minute note matters for speed. If a tool must call a new lead within a minute, starting it from the Zapier New Lead trigger can add a delay. A contact webhook or the lead source itself is the faster starting point. See our lead response time statistics for why minutes matter.

SetSchedule, ManyChat and Facebook lead ads

These three come up most in kvCORE integration searches. None appears as a named tile on the Marketplace page, so most teams connect them another way (as of October 2026).

  • SetSchedule: Zapier publishes a template that "automatically adds a contact to your kvCORE account as soon as new opportunity is recorded in SetSchedule," using SetSchedule's New Opportunity trigger and kvCORE's Create Contact action (Zapier template).
  • ManyChat: Zapier lists templates that create a new kvCORE contact when a ManyChat chat opens and update a contact when a ManyChat event occurs (Zapier).
  • Facebook Lead Ads: Inside Real Estate's help center describes the API Nation connector, added from the Marketplace, which "Sends Facebook leads to BoldTrail." Inside Real Estate lists that Facebook connection as free; other API Nation connections may cost extra (help article).

Lead Dropbox: email parsing for portal leads

Some lead sources can only send an email. For those, kvCORE has a Lead Dropbox address. Inside Real Estate's steps are: click "Lead Engine" in the left menu, select "Lead Dropbox," copy the import address, and enter it as the lead-delivery email in the source's settings (help article).

The system then "will 'read' the email and copy all the information into a new lead in BoldTrail," and adds the lead to Contacts. You get a notice in your inbox if an import fails. Email parsing is reliable for standard formats, but it is the slowest path, so pair it with a contact webhook if fast follow-up matters.

How to connect an AI lead responder to kvCORE

Here is a working order for a voice or text responder that must reach new leads fast and keep kvCORE as the system of record.

  1. Get leads into kvCORE first. Route each source to kvCORE directly, through the Lead Dropbox, or through its own integration, so every lead has one record.
  2. Start the responder from the fastest event. Use the contact webhook or the lead source's own notification, not a 15-minute polling trigger.
  3. Call within a minute, then text. Harvard Business Review (HBR) found firms that tried to reach a lead within an hour were nearly seven times as likely to qualify it as firms that waited an hour longer (HBR, 2011).
  4. Write the outcome back. Use the API or Zapier's Update Contact action to log the call, the answers to qualification questions and any appointment on the contact.
  5. Assign the agent. Create Contact can assign an agent; make sure the responder and kvCORE routing rules agree on who owns the lead.
  6. Sync opt-outs both ways. A STOP reply or an opt-out flag in either system must stop all follow-up in both.
  7. Test with three leads. Send a normal lead, a duplicate and a lead with a missing phone number, and check the kvCORE record after each.

Where Swiftleads AI fits

Swiftleads AI responds to inbound real estate leads in under 60 seconds, 24/7/365, by voice, SMS, email and WhatsApp, in 15+ languages. On each call it runs your qualification questions, books the appointment on your calendar and syncs the outcome to your CRM. It contacts only inbound inquiries and consented contacts, honors opt-outs on every channel, and can disclose call recording when a call starts. Your setup, including which CRM events start it, is scoped in a custom quote. What syncs with kvCORE and how the connection is set up: Swiftleads AI + kvCORE (BoldTrail). See how an AI voice agent works.

For kvCORE costs, see our BoldTrail pricing breakdown. If you are still choosing a CRM, compare Follow Up Boss vs kvCORE.

Frequently asked questions

Does kvCORE support webhooks?

Yes. Inside Real Estate's developer portal documents BoldTrail contact and user webhooks, and Smart Campaigns have a Webhook action you can add as a campaign step. Contact webhooks follow database events and are switched on by Inside Real Estate's team on request; a campaign webhook fires only for leads in that campaign, at that step.

Does kvCORE integrate with Zapier?

Yes. The kvCORE app on Zapier has two triggers, New Lead and Campaign Action, and two actions, Create Contact and Update Contact. Zapier notes the New Lead trigger may be delayed about 15 minutes, so it suits syncing data better than instant lead response.

How do I connect SetSchedule or ManyChat to kvCORE?

Most teams use Zapier. A published template creates a kvCORE contact when a new SetSchedule opportunity is recorded, and ManyChat templates create or update kvCORE contacts from chat events. Facebook Lead Ads can also connect through the API Nation app in the BoldTrail Marketplace.

How should an AI responder connect to kvCORE?

Start it from a contact webhook or the lead source, call within a minute, and write the call result and answers back to the kvCORE contact. Sync opt-outs in both directions, and test with a normal lead, a duplicate and a lead with missing details before going live.

If you want every new inbound lead answered in under 60 seconds at any hour, Book for a quote.