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RealScout + Sphere

Create new Sphere contacts from newly created RealScout clients

Create a seamless connection between RealScout and Sphere with this easy automation. When a new client is added on RealScout, it will timely update your Sphere contacts as well, saving you precious time and resources. This workflow not only bridges the gap between your real estate platform and communication system, but also enhances your customer management in an effective way.

Create a seamless connection between RealScout and Sphere with this easy automation. When a new client is added on RealScout, it will timely update your Sphere contacts as well, saving you precious time and resources. This workflow not only bridges the gap between your real estate platform and communication system, but also enhances your customer management in an effective way.

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

    Triggers when a new homebuyer is added.

    TriggerScheduled
  2. automatically do this!
    SphereSphere
    Add New Contacts to Sphere

    Create people to the sphere

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • SourceRequired

    • First NameRequired

    • Last Name

    • Email

    • Phone

    • Home Address Line1

    • Home Address Line 2

    • Unit #

    • Home City

    • Home State

    • Home Country

    • Home Zipcode

    • Birthday

    • House Anniversary

    • Company Name

    • Work Address Line1

    • Work Addresss Line2

    • Work City

    • Work Country

    • Work State

    • Work Zipcode

    • Other Address Line1

    • Other Address Line2

    • Other city

    • Other Country

    • Other State

    • Other Zipcode

    • Work Phone

    • Mobile Phone

    Action
    Write
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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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About Sphere

Sphere is a lifechanging tool for Agents and Teams to manage every aspect of all transactions, To Do lists, contacts, and deadlines.

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