Create new SweetAssist contacts from new Realty.com leads
With this workflow, anytime a new lead comes in from Realty.com, they will be instantly added as a contact in your SweetAssist system. This simple automation saves you time by ensuring your client data is instantly up-to-date across both platforms. Now, tracking and communication with your real estate prospects is seamless and efficient, letting you focus more on securing those deals.
With this workflow, anytime a new lead comes in from Realty.com, they will be instantly added as a contact in your SweetAssist system. This simple automation saves you time by ensuring your client data is instantly up-to-date across both platforms. Now, tracking and communication with your real estate prospects is seamless and efficient, letting you focus more on securing those deals.
- When this happens...New Lead
Triggers when a new lead is received from Realty.com.
- automatically do this!Create Contact
Creates a new contact.
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New Lead
Triggers when a new lead is received from Realty.com.
Try ItNew Lead Saved Search
Triggers when a Realty.com saves search criteria
Try ItEmail
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Business Name
Website
Business Address
Notes
Try ItFIrst NameRequired
Last NameRequired
EmailRequired
Gender
Telephone
Nick Name
Work Email
Personal Email
Fax
Website URL
DBA name
Start Date
Previous Brokerage
Social Security Number
Corporation name
EIN
Date of Birth
Drivers License Number
Have you moved your Real Estate License (YES/NO)
Real estate license Number
Expiration Date
Issue Date
Real Estate Association
MLS Id
Notes
MLS Office ID
Mailing Address
Mailing Address 2
Zip Code
New Lead Property View or Save
Triggers when one of your real estate leads has a property view, property save, saved search, showing request or other event
Try ItContact TypeRequired
Updated At
Try ItEmail
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Business Name
Website
Business Address
Notes
Try ItEmailRequired
Zap Name
First Name
Last Name
Middle Name
Email 2
Mobile Phone
Work Phone
Home Phone
Address
Company
Website
Business Address
Notes