Rally.fan + RealScout
Rally.fan + RealScout
Rally.fan + RealScout integrations
Create RealScout clients from new Rally.fan customers
Improve your client management by integrating Rally.fan with RealScout. Each time a new customer signs up on Rally.fan, a workflow is triggered to create a client profile in RealScout, keeping your records consistently up-to-date. This automation simplifies data entry and ensures smooth operations for better client communication.
- When this happens...New CustomerTriggers when a customer has purchased something from you signed up as a lead.
- automatically do this!Create ClientCreates a homebuyer in RealScout for the authenticated Agent.
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More things you can do with Rally.fan and RealScout
Discover other triggers and actions you can use with Rally.fan and RealScout
- Canceled Recurring Membership
Triggers when a customer has canceled a recurring membership.
Try ItTriggerPolling - New Recurring Membership
Triggers when a customer has purchased a recurring membership.
Try ItTriggerPolling - Event TypeRequired
Try ItTriggerPolling- EmailRequired
- First NameRequired
- Last Name
- Primary Mobile Phone
- Lead Source
- Additional Email
- Financial State
- Cash/Pre-approval Amount
ActionWrite
- New Customer
Triggers when a customer has purchased something from you signed up as a lead.
Try ItTriggerPolling - Email Event TypeRequired
Try ItTriggerPolling- New Client Created
Triggers when a new homebuyer is added.
Try ItTriggerPolling
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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.
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