Send customer feedback surveys on closed deals

When a deal is marked won in kvCORE, automatically add the customer as a respondent in Certileads to gather post-sale feedback.

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See all kvCORE + Certileads integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

kvCORE Explore kvCORE →

Triggers

New contact or lead

Fires when a new contact or lead is added to kvCORE.

Contact updated

Fires when a field on a contact changes in kvCORE.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in kvCORE.

Deal won

Fires when a deal is marked won in kvCORE.

Actions

Create or update contact

Creates or updates a contact in kvCORE.

Create deal

Creates a new deal in kvCORE.

Update record stage

Moves a deal or record to a new stage in kvCORE.

Log activity

Logs a call, email, or note against a record in kvCORE.

Certileads Explore Certileads →

Triggers

New form response

Fires when a form is submitted in Certileads.

Survey completed

Fires when a respondent finishes a survey in Certileads.

Response updated

Fires when an existing response is edited in Certileads.

Actions

Create or update form

Creates or updates a form or survey in Certileads.

Retrieve a response

Looks up a specific form response in Certileads.

Add a respondent

Adds a respondent or contact to a form in Certileads.

Convert form responses into CRM contacts When a prospect submits a new form response in Certileads, automatically create or update their contact profile in kvCORE. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Certileads, automatically log the activity under their profile in kvCORE so reps see customer sentiment. See details

See all kvCORE + Certileads integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between kvCORE and Certileads?

Yes — describe it in the box above and Knit's Integrations Agent researches kvCORE and Certileads's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in kvCORE?

Yes, inbound responses from Certileads can instantly generate new lead records or deals in kvCORE without manual data entry.

Can I send survey invitations based on deal updates in kvCORE?

Yes, when a deal is won or updated in kvCORE, you can automatically add the contact as a respondent in Certileads to collect feedback.