LeadConnector + RealScout
Create and manage RealScout clients by updating opportunities in LeadConnector
Streamline your workflow with this efficient automation that springs into action when you add new clients in RealScout. Keeping the communication lines open, it effortlessly updates or adds opportunities in LeadConnector. This means less manual data entry for you, and a smoother operational process. Stay organized, save time, and focus on building relationships with your clients instead.
Streamline your workflow with this efficient automation that springs into action when you add new clients in RealScout. Keeping the communication lines open, it effortlessly updates or adds opportunities in LeadConnector. This means less manual data entry for you, and a smoother operational process. Stay organized, save time, and focus on building relationships with your clients instead.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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)
