Add new Wealthbox CRM contacts to RealScout as clients
Easily manage your CRM contacts and client information with this efficient workflow. When a new contact is added in Wealthbox CRM, their information will be used to create a client in RealScout, streamlining your client management and enhancing your real estate business operations. Stay organized and save time by automating the transfer of contact data between the two platforms.
Easily manage your CRM contacts and client information with this efficient workflow. When a new contact is added in Wealthbox CRM, their information will be used to create a client in RealScout, streamlining your client management and enhancing your real estate business operations. Stay organized and save time by automating the transfer of contact data between the two platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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