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RealScout + Streak

Create new Streak boxes for every new client created in RealScout

Streamline your client management process with this efficient workflow. When a new client is added in RealScout, a corresponding box will be created in your Streak app. This saves you the manual effort and keeps your client information updated in both the systems. Emphasize on providing top-tier service to your clients while this automation takes care of the organizational part.

Streamline your client management process with this efficient workflow. When a new client is added in RealScout, a corresponding box will be created in your Streak app. This saves you the manual effort and keeps your client information updated in both the systems. Emphasize on providing top-tier service to your clients while this automation takes care of the organizational part.

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

    Triggers when a new homebuyer is added.

    TriggerScheduled
  2. automatically do this!
    StreakStreak
    Create New Box

    Create a new box.

    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
    • PipelineRequired

    Trigger
    Instant
    Try It
    • Stage

    • Field

    • PipelineRequired

    Trigger
    Instant
    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
    • Stage

    • PipelineRequired

    Trigger
    Instant
    Try It
    • PipelineRequired

    Trigger
    Instant
    Try It
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

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