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How to Auto-Call Leads from BoldTrail (kvCORE)

Written by Nikita Podelenko

What this does

When a new lead enters your BoldTrail (kvCORE) CRM, your SkipCalls AI agent calls the lead within about 1 minute. The agent qualifies the lead, transfers hot leads to you, and books warm leads onto your calendar. Every call summary is written back into the lead’s contact record automatically.

Time to set up: about 10–15 minutes the first time.

Before you start

  • A BoldTrail (kvCORE) account where you can manage Smart Campaigns and create API tokens. If your brokerage has restricted these, ask your broker.

  • A SkipCalls account on a plan that includes API access (Business and above).

  • An AI Receptionist in SkipCalls with outbound instructions written. The default voicemail-style agent will sound robotic on outbound calls — write a proper outbound prompt first (your persona, your opening line, what to qualify for, when to transfer).

Step-by-step setup

Step 1 — Get your webhook URL from SkipCalls

  1. In SkipCalls, open Integrations → Outbound Calls (or go directly to app.skipcalls.com/integration?tab=outbound).

  2. Pick the AI receptionist that should handle these calls.

  3. Copy the generated webhook URL. It already includes your API key and agent ID.

You’ll paste this URL into BoldTrail in Step 4.

Step 2 — Generate a BoldTrail API token

This token lets SkipCalls write call summaries back into your BoldTrail contacts.

  1. In BoldTrail, go to Lead Engine → Lead Dropbox.

  2. Scroll to My API Tokens.

  3. Check Contacts (and Users if you want SkipCalls to know your profile info too).

  4. Click Generate.

  5. Copy the long token immediately — BoldTrail only shows it once.

BoldTrail tokens expire after 1 year. Set yourself a reminder.

Step 3 — Connect BoldTrail to SkipCalls

  1. In SkipCalls, go to Integrations → CRM → kvCORE.

  2. Paste the BoldTrail token from Step 2 into API Bearer Token.

  3. Leave Automatically Create Contacts ON.

  4. Click Test Connection — you should see "Connection successful".

  5. Click Save Settings.

After every call, SkipCalls will find the contact in BoldTrail (or create one) and post the AI summary into the contact’s timeline.

Step 4 — Create a webhook template in BoldTrail

A template is the saved instruction telling BoldTrail what URL to call.

  1. In BoldTrail, go to Marketing → Smart Campaigns → TEMPLATES → Add Template → Webhook.

  2. Fill in:

Field

Value

Webhook Name

SkipCalls AI Outbound

URL

Paste the URL you copied in Step 1

Query Param phone

Pick {primary_call} from the dropdown

Query Param context1

Pick {full_name} from the dropdown

Query Param context2

Pick {email} from the dropdown

  1. Click Add Webhook.

The template is saved — but it doesn’t fire on its own. You need a campaign in Step 5.

Step 5 — Create a Smart Campaign

Important — do this first. Above the MY CAMPAIGNS / SYSTEM LIBRARY / TEMPLATES tabs there is a small dropdown. Click it and select your name before doing anything else. Without this, your campaigns won’t appear in the list and the wizard may fail to save.

Then:

  1. Go to Marketing → Smart Campaigns → MY CAMPAIGNS → Add Campaign.

  2. Step 1 — Campaign Logic: click Lead is New. Leave Source empty. Set Always Run: No, Locked: No. Click Next.

  3. Step 2 — Designed For: pick the lead types you want this to fire on (e.g., BUYER and SELLER, or only one). Click Next.

  4. Step 3 — Set Details: name it SkipCalls AI Outbound. Click Next.

  5. Step 4 — Review & Add: click Finish.

Step 6 — Attach the action (the part everyone forgets)

After Finish you land on the campaign detail page. A campaign with no action does nothing. Attach the template you made in Step 4:

  1. Click Add Action → choose Webhook.

  2. In the Template field, start typing SkipCalls AI Outbound and pick it from the dropdown. The URL and query parameters auto-fill — leave them.

  3. Action Settings:

    • Name: Trigger SkipCalls AI

    • Time Unit: Minutes

    • Time Value: 1 (BoldTrail’s minimum delay)

  4. Click Save.

The top right of the campaign page should now show Campaign Active.

Step 7 — Test with a dummy contact

  1. In BoldTrail, click Add Contact.

  2. First Name Test, Last Name Lead.

  3. Cell Phone: a number you can answer.

  4. Email: anything.

  5. Lead Type: matches what you picked in Step 5 (Buyer or Seller).

  6. Lead Status: New Lead.

  7. Save.

Wait about 1 minute. Your test number should ring with the AI agent. After you hang up, wait another few minutes and check the contact’s activity timeline in BoldTrail — the AI summary will be there.

Sending buyer leads and seller leads to different conversation flows (optional)

If you want the AI to skip "are you buying or selling?" and dive straight into the right flow, create two templates and two campaigns instead of one:

  1. In Step 4, create two templates: SkipCalls AI Outbound — Seller and SkipCalls AI Outbound — Buyer. Add &context3=seller (or &context3=buyer) to the end of each URL.

  2. In Step 5, create two campaigns. In the Designed For step, pick only SELLER for the seller campaign and only BUYER for the buyer one.

  3. In Step 6, attach the matching template to each campaign.

In your AI agent’s instructions, add a rule like: "If the call comes in with context3: seller, use the seller flow. If context3: buyer, use the buyer flow."

Troubleshooting

My Campaigns list is empty

Above the MY CAMPAIGNS / SYSTEM LIBRARY / TEMPLATES tabs there is a small dropdown. By default it’s blank. Click it and pick your own name — your campaigns will appear immediately.

Wizard fails on Finish with "scope_type: The scope type field is required"

This is a known BoldTrail UI bug. Fix:

  1. Close the wizard.

  2. Pick your name from the scope dropdown above the tabs (see above).

  3. Try Add Campaign again.

If it still fails, clone an existing campaign from SYSTEM LIBRARY instead of using Add Campaign — cloning works around the bug. Or contact BoldTrail support.

Test contact created but no call placed

Check in this order:

  1. Open the campaign’s detail page. Top right should say Campaign Active. If "Off", flip the toggle.

  2. Scroll down on the campaign page — there should be at least one entry under Campaign Actions. If empty, you skipped Step 6.

  3. Make sure your test contact’s Lead Type matches the campaign’s Designed For setting.

  4. Make sure Lead Status is New Lead. Other statuses don’t trigger.

  5. Make sure the contact has a phone number. Without one, there’s nothing to call.

  6. Calls only fire during your Office Hours in SkipCalls. Check Settings → Office Hours.

The AI sounds robotic ("calling on behalf of...")

Your AI agent doesn’t have outbound instructions written, so SkipCalls auto-generates a generic opening. Open the agent in SkipCalls and write a proper outbound prompt: persona, opening line, qualification flow, when to transfer. Save and re-test.

Call happened but no summary in BoldTrail

  • In SkipCalls Integrations → CRM → kvCORE, make sure Automatically Create Contacts is ON.

  • Make sure your BoldTrail token has at least the Contacts scope.

  • If you stored the contact’s phone in an unusual format, the lookup may have failed. Standardize phone numbers in BoldTrail (e.g., always store as 10 digits or always as +1XXXXXXXXXX).

Same lead got two calls 1 minute apart

The lead’s Lead Type is set to both Buyer and Seller at the same time. BoldTrail’s "Designed For" filter is permissive, so both your buyer and seller campaigns matched and fired. Fixes:

  • Pick one default — for example, treat all dual-type leads as sellers — by deleting the buyer campaign or pausing it for these leads.

  • Or clean up the lead in BoldTrail to a single Lead Type before saving.

Lead has no Lead Type set, no call fires

If the lead has no Lead Type (or it’s set to something other than what your campaigns are Designed For), nothing matches and no call gets placed. Either set a default Lead Type when the contact is created, or add a third "fallback" campaign with no Designed For filter so leads that slip through still get called.

Renter, vendor, or agent leads aren’t being called

Buyer and seller campaigns ignore these. If you also work with renters or vendors, repeat Step 5 with Designed For: RENTER (or VENDOR / AGENT) and attach the same template, or a separate one with &context3=renter on the URL if you want a different conversation flow.

I changed the lead’s type and the campaign didn’t re-fire

Smart Campaigns trigger once when the lead’s status flips to New Lead. Changing the Lead Type later doesn’t re-trigger. Workaround: in the campaign’s Campaign Logic step, set Always Run: Yes so it re-fires every time the status flips back to New Lead.

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