Create RealScout clients from new Clio contacts
Effortlessly manage your new contacts from Clio by creating clients in RealScout with this seamless automation. Whenever you add a new contact in Clio, the workflow will generate a corresponding client entry in RealScout, ensuring you always have up-to-date information across both platforms for a streamlined client experience. Stay organized and save time with this simple integration.
Effortlessly manage your new contacts from Clio by creating clients in RealScout with this seamless automation. Whenever you add a new contact in Clio, the workflow will generate a corresponding client entry in RealScout, ensuring you always have up-to-date information across both platforms for a streamlined client experience. Stay organized and save time with this simple integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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