Create and update LeadConnector contacts for new clients in RealScout
Effortlessly keep contact information up-to-date between RealScout and LeadConnector with this seamless workflow. When you create a new client in RealScout, their details are instantly added or updated in LeadConnector, ensuring accurate lead management and maintaining current contact information for all your clients.
Effortlessly keep contact information up-to-date between RealScout and LeadConnector with this seamless workflow. When you create a new client in RealScout, their details are instantly added or updated in LeadConnector, ensuring accurate lead management and maintaining current contact information for all your clients.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)