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Revaluate + Rocket Agents

Add Rocket Agents notes for new contact ascends 80 in Revaluate

When a contact in Revaluate becomes likely to move (score over 80), a note is added to their record in Rocket Agents with the content "Revaluate Score: xx.xx". This allows events to be triggered in Rocket Agents specific to likely movers.

When a contact in Revaluate becomes likely to move (score over 80), a note is added to their record in Rocket Agents with the content "Revaluate Score: xx.xx". This allows events to be triggered in Rocket Agents specific to likely movers.

  1. When this happens...
    RevaluateRevaluate
    Contact Ascend 80

    Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.

    TriggerInstant
  2. automatically do this!
    Rocket AgentsRocket Agents
    Add Notes

    Adds a note to a lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Revaluate triggers, actions, and search

    Contact Ascend 80

    Triggers when a contact's Revaluate Score goes from below 80 to above 80 making them likely to move.

    Trigger
    Instant
    Try It
  • Revaluate triggers, actions, and search

    Contact Weekly Score Trigger

    Triggers weekly to allow for updating of all contact scores in an external system.

    Trigger
    Instant
    Try It
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About Revaluate

Revaluate is an artificial intelligence platform for the real estate and mortgage industries that helps agents and loan officers know when they contacts are likely to move.
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Related categories

  • CRM (Customer Relationship Management)

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About Rocket Agents

RocketAgents is a CRM that automates brokerages from lead generation to closing. Send leads, notes, calls and other triggers in/out of your Rocket CRM

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