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RealScout + Sphere

RealScout + Sphere

RealScout + Sphere integrations

"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.

  1. When this happens...
    Add New Contact/People
    Add New Contact/People
    Add New Contact/PeopleThis triggers when a people or contact has been added to Sphere.
    TriggerPolling
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a homebuyer in RealScout for the authenticated Agent.
    ActionWrite
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More things you can do with Sphere and RealScout

Discover other triggers and actions you can use with Sphere and RealScout

  • Sphere triggers, actions, and search
    Add New Contact/People

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

    Trigger
    Polling
    Try It
    • Email Event Type
      Required
    Trigger
    Polling
    Try It
  • RealScout triggers, actions, and search
    New Client Created

    Triggers when a new homebuyer is added.

    Trigger
    Polling
    Try It
    • Source
      Required
    • First Name
      Required
    • 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 Type
      Required
    Trigger
    Polling
    Try It
    • Email
      Required
    • First Name
      Required
    • Last Name
    • Primary Mobile Phone
    • Lead Source
    • Additional Email
    • Financial State
    • Cash/Pre-approval Amount
    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.
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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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Related categories
Contact Management

Related Zap Templates

  • Create new Sphere contacts from newly created RealScout clients

Related Zap Templates

 

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