Celebrity Agent + Compass

Generate new Compass leads from received messages in Celebrity Agent

Maximize your client relations with this efficient workflow. Once you receive a message in the Celebrity Agent app, a new lead is immediately created in the Compass app, allowing you to quickly respond and manage your high-profile engagements. This automation streamlines your communication process, enhancing your response rate and enabling you to foster stronger relationships with your celebrity clientele.

When this happens...
Message Received
Triggers when a new message is received in Celebrity Agent
TriggerInstant
automatically do this!
Create a New Lead
Create a new lead in your Compass CRM.
ActionWrite

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Supported triggers and actions

Buyer Concierge - New Registration
Triggers when a contact registers their property search preferences via Buyer Concierge
Trigger
Instant
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Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Stage Changed
Triggers when the stage is updated on a Contact.
Trigger
Instant
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Contact Unsubscribed
Triggers when a contact unsubscribes from a channel communication
Trigger
Instant
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Email Message Sent
Triggers when any Email Message is sent to any contact
Trigger
Instant
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Seller Concierge - All Actions
Triggers when any call to action is made by a contact via Seller Concierge (cash offer, make me move, CMA request, message received)
Trigger
Instant
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Message Received
Triggers when a new message is received in Celebrity Agent
Trigger
Instant
Try It

Seller Concierge - Additional Property Registered
Triggers when a new property is added by existing contact via Seller Concierge
Trigger
Instant
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Seller Concierge - New Registration
Triggers when a new contact registers their property via Seller Concierge
Trigger
Instant
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SMS Message Sent
Triggers when any SMS Message is sent to any contact
Trigger
Instant
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- Contact IdRequired
- NameRequired
- Trigger Change?
Action
Write
- Celebrity Agent Contact ID
- First Name
- Last Name
- Email Address
- Phone Number
- Contact Statuses
- Street Address
- City
- State
- Zip
- Unit Number
- Full Address
- Street Address
- City
- State
- Zip
- Unit Number
- Full Address
- Stage
- Tag(s)
- Source
- Notes
- Trigger Change?
- Consent Timestamp
- Consent Source
- Consent Type
- Consent IP
- Consent Form ID
- Consent Proof URL
Action
Write
Get User NoOL Budget
Returns details about the NoOL budget of the user (by user id)
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Tags
Action
Write

Seller Concierge - Cash Offer Request
Triggers when a cash offer is requested by a contact via Seller Concierge
Trigger
Instant
Try It
Seller Concierge - Message Received
Triggers when a message is received from a contact via Seller Concierge
Trigger
Instant
Try It
Contact Tag Added
Triggers when a new tag is added on a Contact.
Trigger
Instant
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Direct Mail Message Sent
Triggers when any Direct Mail Message is sent to any property
Trigger
Instant
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Seller Concierge - CMA Request
Triggers when a CMA request is made by a contact via Seller Concierge
Trigger
Instant
Try It
Seller Concierge - Make Me Move Request
Triggers when a make me move request is made by a contact via Seller Concierge
Trigger
Instant
Try It
Phone Call Received
Triggers when a phone call is received
Trigger
Instant
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Seller Concierge - Home Facts Edited
Triggers when home facts are edited via Seller Concierge
Trigger
Instant
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Seller Concierge - Opened Report
Triggers anytime a contact views their Seller Concierge report
Trigger
Instant
Try It
- ID / Email / PhoneRequired
- NoteRequired
Action
Write
- Contact IdRequired
- New StageRequired
- Trigger Change?
Action
Write
Get User NoML Budget
Returns details about the NoML budget of the user (by user id)
Action
Write
- FieldRequired
- ValueRequired
Action
Search