Back At You + RealScout integrations
Create new RealScout clients from new Back At You contacts
Simplify your contact to client conversion process with this handy workflow. Once you've added a new contact in Back At You, this automation promptly creates a new client in RealScout. Using this, you can streamline your client database management, enabling you to focus more on client engagement and business growth.
- When this happens...Contact CreateTriggers when one or more contacts are created.
- automatically do this!Create ClientCreates a homebuyer in RealScout for the authenticated Agent.
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More things you can do with Back At You and RealScout
Discover other triggers and actions you can use with Back At You and RealScout
- Contact Create
Triggers when one or more contacts are created.
Try ItTriggerPolling - Source Name
- Buyer/Seller
- First Name
- Last Name
- Email - Primary
- Email - Secondary
- Phone - Mobile
- Phone - Home
- Phone - Work
- Phone - Work Extension
- Phone - Fax
- Address - Street
- Address - Unit
- Address - City
- Address - State/Province
- Address - Postal Code
- Address - Country Code
- Company Name
- Title
- Website
- Spouse
- Birth Date
- Assigned - User ID (**ADMIN API TOKENS ONLY**)
- Owner - User ID (**ADMIN API TOKENS ONLY**)
ActionWrite- Source Name
- Buyer/Seller
- First Name
- Last Name
- Email - Primary
- Email - Secondary
- Phone - Mobile
- Phone - Home
- Phone - Work
- Phone - Work Extension
- Phone - Fax
- Address - Street
- Address - Unit
- Address - City
- Address - State/Province
- Address - Postal Code
- Address - Country Code
- Company Name
- Title
- Website
- Spouse
- Birth Date
- Contact ID
- Assigned - User ID (**ADMIN API TOKENS ONLY**)
- Owner - User ID (**ADMIN API TOKENS ONLY**)
ActionWrite- Email Event TypeRequired
Try ItTriggerPolling
- Contact Update
Triggers when one or more contacts are updated or deleted.
Try ItTriggerPolling - Source Name
- Buyer/Seller
- First Name
- Last Name
- Email - Primary
- Email - Secondary
- Phone - Mobile
- Phone - Home
- Phone - Work
- Phone - Work Extension
- Phone - Fax
- Address - Street
- Address - Unit
- Address - City
- Address - State/Province
- Address - Postal Code
- Address - Country Code
- Company Name
- Title
- Website
- Spouse
- Birth Date
- Additional Field 1 - Key
- Additional Field 1 - Value
- Additional Field 2 - Key
- Additional Field 2 - Value
- Additional Field 3 - Key
- Additional Field 3 - Value
- Additional Field 4 - Key
- Additional Field 4 - Value
- Assigned - User ID (**ADMIN API TOKENS ONLY**)
- Owner - User ID (**ADMIN API TOKENS ONLY**)
ActionWrite- First Name
- Last Name
- Primary Email
- Mobile Phone
- Home Phone
- Search must match at least these fieldsRequired
ActionSearch- Event TypeRequired
Try ItTriggerPolling
Related categories
RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.
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