RealScout + Wise Agent CRM
Add new RealScout clients as leads in Wise Agent CRM
Ensure a streamlined lead management process by automatically moving new clients from RealScout to Wise Agent CRM. Whenever a new client is created on your RealScout app, this workflow will add them as a lead in your Wise Agent CRM, ensuring a smooth transfer of information and saving you from manually inputting data. This workflow allows you to focus more on building relationship with your clients, instead of spending time on administrative tasks.
Ensure a streamlined lead management process by automatically moving new clients from RealScout to Wise Agent CRM. Whenever a new client is created on your RealScout app, this workflow will add them as a lead in your Wise Agent CRM, ensuring a smooth transfer of information and saving you from manually inputting data. This workflow allows you to focus more on building relationship with your clients, instead of spending time on administrative tasks.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- automatically do this!Add Lead
Adds a new lead.
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItFirst Name
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Website
Categories
Note
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
