Connection guide

Connect BoldTrail (kvCORE)

Bring the contacts you choose from BoldTrail into Agent Lead Exchange, and let your BoldTrail record update itself as a deal moves forward. You stay in control of what comes over — nothing imports on its own.

≈ 5 minutes · You pick what comes in. Status goes back out automatically.

Open connection dialog
What you'll need
Have these handy before you start.
  • Your BoldTrail (kvCORE) sign-in
  • An API key from your BoldTrail account settings (or ask your BoldTrail support contact for one)
  • A few minutes to review the first small batch of contacts

Step by step

  1. 1

    Open Connections

    In Agent Lead Exchange, go to Settings, then Connections. Find BoldTrail and click Connect.

    Open Connections
  2. 2

    Get your BoldTrail API key

    Sign in to BoldTrail and copy your API key from your account settings. If you don't see one, your BoldTrail support contact can issue it for you.

    Note: Treat the key like a password — we store it encrypted and never show it again.

    Get your BoldTrail API key
  3. 3

    Paste the key and test

    Paste the key into the BoldTrail dialog and click Test connection. We make one harmless read-only call to confirm BoldTrail recognises you.

    Paste the key and test
    https://…/webhooks/…Copy
  4. 4

    Browse your contacts

    Once connected, click Import contacts. By default we show the people who are new since the last time you looked. You can search by name, email or phone, or filter by category.

    Browse your contacts
    TestEndpoint
  5. 5

    Fill in anything missing

    Every contact needs a first name, last name, email and phone before it can come over. Anything missing can be typed straight into the row — you don't have to go back to BoldTrail.

    Note: Contacts marked 'Needs details' simply aren't complete yet; they are never imported half-filled.

    Fill in anything missing
  6. 6

    Start with a small batch

    Tick a handful of people for your first run and confirm. You'll see exactly how many are coming over before anything happens.

    Start with a small batch
  7. 7

    Place them where you want

    Imported contacts land in My Leads marked 'Not placed anywhere'. From there you can edit them and send one, several, or all of them into a private pool or the public exchange.

    Place them where you want
  8. 8

    Status flows back automatically

    As a lead is accepted, an agreement is signed, or a deal closes, we update the matching BoldTrail record for you. You don't have to do anything.

    Status flows back automatically

Troubleshooting

Still stuck?

Our team helps every new user finish setup. Reach out and we'll walk you through it.

See the FAQContact support

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