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LionDesk + RealScout

Create RealScout clients from new LionDesk contacts

Effortlessly manage your client data between LionDesk and RealScout with this streamlined workflow. Whenever you create a new contact in LionDesk, it instantly transfers their details to RealScout, saving you time and ensuring that your client database stays organized across both platforms. Experience the ease of data management with this seamless integration.

Effortlessly manage your client data between LionDesk and RealScout with this streamlined workflow. Whenever you create a new contact in LionDesk, it instantly transfers their details to RealScout, saving you time and ensuring that your client database stays organized across both platforms. Experience the ease of data management with this seamless integration.

  1. When this happens...
    LionDeskLionDesk
    New Contact

    Triggers when a new contact is added to your LionDesk account.

    TriggerScheduled
  2. automatically do this!
    RealScoutRealScout
    Create Client

    Creates a homebuyer in RealScout for the authenticated Agent.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • LionDesk triggers, actions, and search

    New Contact

    Triggers when a new contact is added to your LionDesk account.

    Trigger
    Scheduled
    Try It
    • Contact's LionDesk idRequired

    • Remove existing tags?

    • Tags

    • Tag options

    Action
    Write
    • LionDesk IdRequired

    • CampaignRequired

    Action
    Write
    • Email

    • Phone number

    • LiondDesk id

    Action
    Search
    • LionDesk idRequired

    • Comment descriptionRequired

    Action
    Write
    • First NameRequired

    • Last Name

    • Primary Email

    • Contact Hotness

    • Contact Source

    • Contact Tags

    • Mobile Phone

    • Home Phone

    • Office Phone

    • Company

    • Birthday

    • Type of address

    • Address 1

    • Address 2

    • City

    • State

    • Zip code

    • Comments

    • Campaign

    • Lead

    • Lead Source

    • Distribute Lead

    Action
    Write
    • Contact's LionDesk idRequired

    • HotnessRequired

    Action
    Write
    • Email Event TypeRequired

    Trigger
    Scheduled
    Try It
liondesk-crm logo
liondesk-crm logo

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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realscout logo
realscout logo

About RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.

Similar apps

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier