Fieldnotes + Realvolve

Fieldnotes + Realvolve integrations

Update or add contacts in Fieldnotes with new contacts in Realvolve

Connect your other CRMs with Fieldnotes and make the leads automatically flow into one another, hassle free! This Zap does just that, automatically updating or adding a contact in Fieldnotes for each new contact in Realvolve.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Update or Add ContactUpdate if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
ActionWrite

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More things you can do with Realvolve and Fieldnotes

Discover other triggers and actions you can use with Realvolve and Fieldnotes

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New AI Status
Triggers when AI status of the contact is changed.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Polling
Try It
New or Updated Meeting Note
Triggers when you add or update a meeting note.
Trigger
Instant
Try It
New or Updated Transaction
Triggers when you add or update a transaction.
Trigger
Instant
Try It

- Contact GUID
- Note
  Required
- First Name
- Last Name
- Email
- Phone
- Note Type
- Added For Touchpoint
Action
Write
- Contact Guid
- First Name
- Last Name
- Email
- Phone
Action
Search

- Full Name
- Title
- Company
- Home Address
- Home Phone
- Home Mobile Number
- Home Email
- Work Address
- Work Phone
- Work Mobile Number
- Work Email
- Tags
- Contact Source
- Start Workflow on New Contact
- Start Workflow on Contact Update
- Run Update Workflow Only Once
- Record Owner
- Notes
- Attachment URL
- SMS Text Message
Action
Write
- Time Duration (minutes)
Trigger
Polling
Try It
New Conversation
Triggers when the conversation is added.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Spouse Name
- Email
- Profession
- Birthday
- Phone
- Family Profile
- Relationship Status
- Referral Source
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Buyer Or Seller
- Goal
- Target Price
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Alt Phone
- Spouse Email
- Spouse Phone
- Alt Email
- Group
- Sphere Multi Select
- Kids
- Property Address
- Property City
- Property State
- Property Zip
- Label
- Sphere
- Special Wants And Needs
- Bedroom
- Bathroom
- Referral
- Lender
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Profession
- Birthday
- Family Profile
- Relationship Status
- Referral Source
- Buyer Or Seller
- Goal
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Special Wants And Needs
- Spouse Name
- Bedroom
- Bathroom
- Alt Phone
- Label
- Group
- Target Price
- Spouse Email
- Spouse Phone
- Lender
- Alt Email
- Sphere Multi Select
- Property Address
- Property City
- Property State
- Property Zip
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Kids
- Sphere
- Referral
Action
Write

About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

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CRM (Customer Relationship Management)

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About Realvolve

The real estate CRM that works the way you do. Manage people, listings, transactions and activities with powerful workflows.