Create records in Airtable for new client events in RealScout
Organize your client information effortlessly with this RealScout-Airtable workflow. As soon as there's a new client event in RealScout, it immediately creates a record in your Airtable database. This helps keep every detail about your clients right at your fingertips, improving customer service, and allowing for prompt follow-up.
Organize your client information effortlessly with this RealScout-Airtable workflow. As soon as there's a new client event in RealScout, it immediately creates a record in your Airtable database. This helps keep every detail about your clients right at your fingertips, improving customer service, and allowing for prompt follow-up.
- When this happens...New Client Event
Triggers when a property is viewed, saved, or hidden.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItBaseRequired
TableRequired
Limit to View
Include file contents?
Try ItBaseRequired
TableRequired
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
BaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItCache Copy
BaseRequired
TableRequired