Create RealScout clients from new Keap contacts
Easily streamline your client onboarding process with this efficient workflow between Keap and RealScout. When a new contact is added in Keap, it will instantly create a client in RealScout, keeping your client information up-to-date and organized. Spend less time on manual data entry and more time focusing on your clients' needs with this seamless automation.
Easily streamline your client onboarding process with this efficient workflow between Keap and RealScout. When a new contact is added in Keap, it will instantly create a client in RealScout, keeping your client information up-to-date and organized. Spend less time on manual data entry and more time focusing on your clients' needs with this seamless automation.
- 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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