Radius Agent + RealScout
Create active clients in Radius Agent for new clients in RealScout
Create a seamless workflow between RealScout and Radius Agent with this automation. When a new client is added in RealScout, it promptly generates an active client in Radius Agent. This way, you maintain an updated client list in both platforms, ensuring no client information is missed. This workflow brings value by saving you time and ensuring accuracy in your client management process.
Create a seamless workflow between RealScout and Radius Agent with this automation. When a new client is added in RealScout, it promptly generates an active client in Radius Agent. This way, you maintain an updated client list in both platforms, ensuring no client information is missed. This workflow brings value by saving you time and ensuring accuracy in your client management process.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- automatically do this!Create Active Client
Creates a new active Client
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItNew Disqualified Lead
Triggers when a lead is disqualified.
Try ItNew Note
Triggers when a new note/activity is added to your lead.
Try It
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Try ItNew Qualified Lead
Triggers when a new lead is qualified.
Try It
