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Business App + Showcase IDX
Business App + Showcase IDX
Create or update contacts in Business App with every new lead in Showcase IDX
Boost your productivity with this automated workflow that updates your Business App as soon as a new lead comes your way via Showcase IDX. This efficient process saves you time and ensures no prospect slips through the cracks. As soon as you snag a new lead in Showcase IDX, your contact list in Business App is either updated or a new contact is created. Let this system do the heavy lifting so you can focus on converting those leads into happy clients.
- When this happens...New LeadTriggers when a lead registers their account.
- automatically do this!Create or Update ContactCreates or Updates a contact. Also used to return values for an existing record.
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More things you can do with Showcase IDX and Business App
Discover other triggers and actions you can use with Showcase IDX and Business App
- New Lead
Triggers when a lead registers their account.
Try ItTriggerInstant - Note for Business App as Trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
ActionWrite
- New Message
Triggers when a message is sent by a lead.
Try ItTriggerInstant - Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
ActionWrite
About Business App
Business App provides a single place for your sales teams to view key information about your customers.
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About Showcase IDX
Showcase IDX is a real estate search plugin for WordPress, optimized for lead generation.
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