RealScout + Wise Agent CRM
Create new RealScout clients from new leads or contacts in Wise Agent CRM
Streamline your real estate business by connecting Wise Agent CRM with RealScout. This workflow activates when you generate a new lead or contact in Wise Agent CRM, which then prompts the creation of a new client in your RealScout system. It's a seamless solution for maintaining consistent and updated records across both platforms. Enhance productivity and eliminate manual data entries, giving you more time to focus on landing sales and growing your business.
Streamline your real estate business by connecting Wise Agent CRM with RealScout. This workflow activates when you generate a new lead or contact in Wise Agent CRM, which then prompts the creation of a new client in your RealScout system. It's a seamless solution for maintaining consistent and updated records across both platforms. Enhance productivity and eliminate manual data entries, giving you more time to focus on landing sales and growing your business.
- When this happens...Create Lead/Contact Webhook by Type
Create a webhook that triggers based on lead/contact activity in your account.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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- 14 day trial for premium features & apps
Webhook TypeRequired
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
