Create new leads in Realty Executives Prime Agent when new clients are created in RealScout
When a new client is added to your RealScout system, this workflow smoothly transfers those details to Realty Executives Prime Agent, creating a fresh lead. It simplifies your real estate operations, providing you a streamlined process which saves time and ensures no prospect is overlooked. Broaden your clientele management with this efficient and accurate process, nurturing all potential opportunities.
When a new client is added to your RealScout system, this workflow smoothly transfers those details to Realty Executives Prime Agent, creating a fresh lead. It simplifies your real estate operations, providing you a streamlined process which saves time and ensures no prospect is overlooked. Broaden your clientele management with this efficient and accurate process, nurturing all potential opportunities.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- automatically do this!Create Lead
Creates a lead in Prime Agent.
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItLead SourceRequired
First Name
Last Name
Email
Phone Number
Comments/Message
Address
State
City
Zipcode
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount