Create RealScout clients from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your contacts and clients with this seamless workflow between Microsoft Dynamics 365 CRM and RealScout. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a client in RealScout, ensuring your client database stays organized and up-to-date. Save time and focus on building stronger client relationships with this efficient integration.
Effortlessly manage your contacts and clients with this seamless workflow between Microsoft Dynamics 365 CRM and RealScout. When a new contact is added in Microsoft Dynamics 365 CRM, this automation creates a client in RealScout, ensuring your client database stays organized and up-to-date. Save time and focus on building stronger client relationships with this efficient integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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