RealScout + Salesforce

Create Salesforce leads from new RealScout clients

Generate qualified leads in Salesforce from your RealScout clients quickly and seamlessly. With this automation, every time a new client is added in RealScout, a fresh lead is created in Salesforce. This workflow provides a time-efficient solution to boost lead management efforts and conversions without manual data entry, allowing you to focus more energy on nurturing customer relationships.

When this happens...
New Client Created
Triggers when a new homebuyer is added.
TriggerScheduled
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Create Lead
Creates a new lead in Salesforce.
ActionWrite

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Supported triggers and actions

- Email Event TypeRequired
Trigger
Scheduled
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New Client Created
Triggers when a new homebuyer is added.
Trigger
Scheduled
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
Action
Search or write

- Event TypeRequired
Trigger
Scheduled
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- EmailRequired
- First NameRequired
- Last Name
- Primary Mobile Phone
- Lead Source
- Additional Email
- Financial State
- Cash/Pre-approval Amount
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write

RealScout + Salesforce

Create Salesforce leads from new RealScout clients

Supported triggers and actions

New Email Event

New Client Created

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Get Record Attachments

Find or Create Record by Query

New Client Event

Create Client

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note