Connect kvCORE (now called BoldTrail) so every call your receptionist handles is logged on the right contact automatically, and new callers are added as contacts.
Want your receptionist to call new BoldTrail leads automatically? Connect kvCORE here first, then follow How to Auto-Call Leads from BoldTrail (kvCORE).
What gets sent to kvCORE
After each finished call (incoming or outgoing), SkipCalls:
Finds the contact in kvCORE by phone number, or creates a new one if they're not there yet (you can turn this off).
Logs the call on the contact's timeline with the call summary, length, any information your receptionist collected, and a link to the recording.
Before you start
A SkipCalls Growth, Business or Enterprise plan. CRM connections are not included on Starter.
A kvCORE / BoldTrail account where you can create API tokens. If your brokerage has turned this off, ask your broker.
Step 1: Create a kvCORE API token
Log in to kvCORE / BoldTrail.
Go to Lead Engine → Lead Dropbox.
Scroll to My API Tokens.
Check Contacts.
Click Generate.
Copy the token right away. kvCORE only shows it once.
kvCORE tokens expire after about a year. When yours does, generate a new one and paste it into SkipCalls.
Step 2: Connect kvCORE in SkipCalls
In the SkipCalls dashboard, open Integrations in the left menu and go to the CRM tab.
Click kvCORE.
Paste the token into API Bearer Token.
Leave Automatically Create Contacts on so new callers are added.
Click Test Connection. You should see a success message.
Click Save Settings.
Optional: Smart Filter
Under Advanced Settings, turn on Smart Filter to only send calls that match rules you write in plain English, for example "Only send calls from buyers or sellers. Skip spam and vendors." Leave the other advanced fields as they are unless our support team asks you to change them.
Change or disconnect
Go to Integrations → CRM. Under Connected, click Edit to change settings or paste a new token, or the trash icon to disconnect. Anything already in kvCORE stays there.
Troubleshooting
Test Connection fails: make sure you copied the whole token and that it hasn't expired. Generate a new one if needed.
Contacts aren't created or updated: the token needs Contacts access. Also check that Automatically Create Contacts is on.
A call is missing on the contact: allow a few minutes after the call ends. If the phone number is saved in an unusual format in kvCORE, the contact may not be found; keep numbers in a consistent format.
Can't open the kvCORE setup: CRM connections need the Growth plan or higher.