Create tasks in LeadConnector for new client events in RealScout
When a new client event takes place in the RealScout app, this automation ensures prompt follow-up by adding a new task in LeadConnector. This streamlined workflow eliminates manual data entry, ensuring that no important task gets missed and your client relationships are well-managed. Increase efficiency and stay organized effortlessly with this workflow.
When a new client event takes place in the RealScout app, this automation ensures prompt follow-up by adding a new task in LeadConnector. This streamlined workflow eliminates manual data entry, ensuring that no important task gets missed and your client relationships are well-managed. Increase efficiency and stay organized effortlessly with this workflow.
- When this happens...New Client Event
Triggers when a property is viewed, saved, or hidden.
- automatically do this!Add Task
Adds a task to the account.
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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)