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Real Geeks + RealScout

Add new Real Geeks contacts to RealScout as clients

Keeping up with clients can take the efforts of a whole team, but it doesn't have to when you employ automated workflows that can get the work done for you. Use this Zap to automatically add your new Real Geeks contacts into RealScout as clients. Once your clients are in RealScout, you can send them listing alerts and get them interested in new properties.

Keeping up with clients can take the efforts of a whole team, but it doesn't have to when you employ automated workflows that can get the work done for you. Use this Zap to automatically add your new Real Geeks contacts into RealScout as clients. Once your clients are in RealScout, you can send them listing alerts and get them interested in new properties.

  1. When this happens...
    Real GeeksReal Geeks
    New Lead

    New Lead created on your Real Geeks website.

    TriggerInstant
  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?

    • SiteRequired

      Site where leads will come from.

    Trigger
    Instant
    Try It

    • Email Event TypeRequired

      Type of email event to be notified on.

    Trigger
    Scheduled
    Try It
  • RealScout triggers, actions, and search

    New Client Created

    Triggers when a new homebuyer is added.

    Trigger
    Scheduled
    Try It

    • SiteRequired

      Choose which site to send new leads to.

    • Agent

      Agent to assign this lead and not use Round-Robin in the Lead Manager. Leave is blank to use your assignment configuration from the Lead Manager.

    • SourceRequired

      Source indicates where this lead was generated. To add a new source visit: https://leads.realgeeks.com/settings/customize.

    • Type

      Indicate if this lead is buying or selling.

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    • Address

      Full address. If you have separate address components use the other fields: Street Address, City, State and Zip Code.

    • Street Address

      Street name and number.

    • City

    • State

    • Zip Code

    • Contact Message

    • Notes

      Important Notes.

    • Region

      Is used by some sources to help destinations do geographic round-robin lead assignment. Lead Manager CRM displays this value as “Area”. The website sends the area of the first search.

    Action
    Write

    • Event TypeRequired

      Type of action to be notified on.

    Trigger
    Scheduled
    Try It

    • EmailRequired

    • First NameRequired

    • Last Name

    • Primary Mobile Phone

    • Lead Source

    • Additional Email

    • Financial State

    • Cash/Pre-approval Amount

      Amount associated with either Cash or Pre-approved buyers.

    Action
    Write
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About Real Geeks

Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.
Learn more

Related categories

  • CRM (Customer Relationship Management)
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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.
Learn more

Related categories

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