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AlterEstate logoAlterEstate logo

Alegra + AlterEstate

Alegra + AlterEstate

Alegra + AlterEstate integrations

Create new Alegra contacts from new leads on AlterEstate's round robin

Streamline your real estate lead management with this workflow. When a new lead is added in AlterEstate, a corresponding contact is instantly created in Alegra. This simplifies the process of managing your leads and ensures no potential client slips through the cracks. It's a great step towards effectively managing your sales pipeline.

  1. When this happens...
    New Lead on Round Robin
    New Lead on Round Robin
    New Lead on Round RobinA new lead is a assigned through a Round Robin.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCrear un contacto nuevo. Creates a new contact.
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More things you can do with AlterEstate and Alegra

Discover other triggers and actions you can use with AlterEstate and Alegra

    • Seleccionar Formulario
      Required
    • ¿Incluir entradas incompletas?
      Required
    Trigger
    Polling
    Try It
    • Agente
      Required
    • Round Robin
    • Via o Canal
      Required
    • Código de la Propiedad
    • Operación de Interés
    • Nombre Completo
      Required
    • Email
    • Teléfono
    • Notas
    • Facebook: Nombre del Conjunto de Anuncios
    • Facebook: Nombre de la Campaña
    • Facebook: Nombre del Formulario
    • Facebook: Plataforma (FB / IG)
    Action
    Write
  • Alegra triggers, actions, and search
    New Estimate

    Triggers when a new estimate is created in Alegra.

    Trigger
    Polling
    Try It
    • Round Robin
      Required
    Trigger
    Polling
    Try It
    • Nombre (Name)
      Required
    • Tipo de contacto (Contact type)
    • Tipo (type)
      Required
    • Número (number)
      Required
    • Número telefónico principal (phonePrimary)
    • Número telefónico secundario (phoneSecondary)
    • Fax
    • Número de célular/móvil (mobile)
    • Observaciones (observations)
    • Correo electrónico (email)
    • Dirección (address)
      Required
    • Provincia (province)
      Required
    • Ciudad (city)
      Required
    • Código postal (postalCode)
      Required
    • Verificar identificación no registrada (ignoreRepeated)
    • Condición del IVA (ivaCondition)
      Required
    • Incluir enlace del estado de cuenta del cliente (statementAttached)
    Action
    Write
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About Alegra
Alegra is an accounting and billing app designed for Latin American managers.
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About AlterEstate
AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.
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