RealScout + Sphere

"add new contacts in Sphere and create clients in RealScout effortlessly"

Automate your client management process with this seamless workflow between Sphere and RealScout. When a new contact is added in Sphere, it prompts the creation of a new client in RealScout. Assist your real estate business to expand efficiently with this automation, eliminating the need for manual data entries and boosting productivity.

Automate your client management process with this seamless workflow between Sphere and RealScout. When a new contact is added in Sphere, it prompts the creation of a new client in RealScout. Assist your real estate business to expand efficiently with this automation, eliminating the need for manual data entries and boosting productivity.

  1. When this happens...
    SphereSphere
    Add New Contact/People

    This triggers when a people or contact has been added to Sphere.

    TriggerPolling
  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

    • 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
    • Event TypeRequired

    Trigger
    Polling
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Primary Mobile Phone

    • Lead Source

    • Additional Email

    • Financial State

    • Cash/Pre-approval Amount

    Action
    Write
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realscout logo

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

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Sphere

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

Related categories

  • Contact Management