Cloze + RealScout
Manage new RealScout client events by creating or updating persons in Cloze
Ensure smooth client management with this automation. When a new client event occurs on the RealScout platform, it results in the creation or updating of a person's profile in Cloze. This helps you to seamlessly manage your RealScout interactions and keep your Cloze contacts up-to-date in a time-efficient manner. Go about your day confident that no important client detail slips through the cracks.
Ensure smooth client management with this automation. When a new client event occurs on the RealScout platform, it results in the creation or updating of a person's profile in Cloze. This helps you to seamlessly manage your RealScout interactions and keep your Cloze contacts up-to-date in a time-efficient manner. Go about your day confident that no important client detail slips through the cracks.
- When this happens...New Client Event
Triggers when a property is viewed, saved, or hidden.
- automatically do this!Create/Update a Person
Creates or updates a person.
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItFilters
Try ItFilters
Try It
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
Filters
Try ItStyleRequired
From Name
From AddressRequired
Recipient Name
Recipient Address
Subject
Body
Body Type
Skip Inbox
Thread ID
Source App Link Name
Source App Link URL
Additional Fields
