IXACT Contact CRM + RealScout
Create IXACT Contact CRM contacts from new RealScout email events
Streamline your lead generation process with this workflow. Whenever a new email event occurs in RealScout, a new contact will be instantly created in your IXACT Contact CRM. This not only saves you valuable time but also ensures that no potential lead slips through the cracks. Experience seamless management of leads and real estate prospects with this efficient automation.
Streamline your lead generation process with this workflow. Whenever a new email event occurs in RealScout, a new contact will be instantly created in your IXACT Contact CRM. This not only saves you valuable time but also ensures that no potential lead slips through the cracks. Experience seamless management of leads and real estate prospects with this efficient automation.
- When this happens...New Email Event
Triggers when an email is delivered or opened.
- automatically do this!Create Contact
Creates a new Contact record
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItFirst NameRequired
Last Name
Email
Company Name
Job Title
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Contact Status
Original Source
Groups
Notes
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
First NameRequired
Last Name
Email
Company Name
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Original Source
Groups
Notes
