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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.

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.

  1. When this happens...
    RealScoutRealScout
    New Client Created

    Triggers when a new homebuyer is added.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Email Event TypeRequired

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

    New Client Created

    Triggers when a new homebuyer is added.

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

    New Contact

    Triggers when a new Contact is created.

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

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Event TypeRequired

    Trigger
    Scheduled
    Try It

    • EmailRequired

    • First NameRequired

    • Last Name

    • Primary Mobile Phone

    • Lead Source

    • Additional Email

    • Financial State

    • Cash/Pre-approval Amount

    Action
    Write

    • History ObjectRequired

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

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier