LeadConnector + RealScout
Create new RealScout clients when pipeline stages are updated in LeadConnector
Boost efficiency in your sales process with this straightforward workflow. When a pipeline stage is changed in LeadConnector, this workflow activates to create a new client in RealScout. This seamless transition helps to streamline your sales operations, ensuring you keep up with every lead's progress and respond promptly, enhancing overall productivity.
Boost efficiency in your sales process with this straightforward workflow. When a pipeline stage is changed in LeadConnector, this workflow activates to create a new client in RealScout. This seamless transition helps to streamline your sales operations, ensuring you keep up with every lead's progress and respond promptly, enhancing overall productivity.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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In 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
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Email Event TypeRequired
Try It
