BoldTrail

Connecting your KVCore CRM to Realty AI Chatbot using an API Key

Sign in to KVCore and navigate to the left control menu.

1. Click "LEAD ENGINE" > "LEAD DROP BOX" > "MY API TOKENS".

2. Scroll down to MY API TOKENS.

Click "LEAD ENGINE" > "LEAD DROP BOX" > "MY API TOKENS".

1. Under My API Tokens, Click "GENERATE" to create your API key.

Click "GENERATE" to create your API key.

Step 4: Within Your Performance Dashboard Paste the API Key

Within your Performance Dashboard, scroll to the bottom under Settings and click "Connect CRM". Select KVCore, paste the API Key, then click "Save" to complete the connection.

Select BoldTrail, paste the API Key, then click "Save" to complete the connection.

Your CRM is now connected, and leads captured by Madison, your AI chatbot, should flow directly into the CRM. Congratulations!