LeadConnector + RealScout
Create or update LeadConnector opportunities when new client events occur in RealScout
Streamline your client management process with this RealScout and LeadConnector integration. Once set up, every time there's a new client event in RealScout, an opportunity is swiftly added or updated in LeadConnector. This ensures up-to-date data across platforms, saving you time and reducing potential errors, ultimately leading to a more efficient and consistent sales pipeline.
Streamline your client management process with this RealScout and LeadConnector integration. Once set up, every time there's a new client event in RealScout, an opportunity is swiftly added or updated in LeadConnector. This ensures up-to-date data across platforms, saving you time and reducing potential errors, ultimately leading to a more efficient and consistent sales pipeline.
- When this happens...New Client Event
Triggers when a property is viewed, saved, or hidden.
- 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)
