Back At You + RealScout
Create Back At You contacts from real RealScout contact
Leads and prospects originating in RealScout can easily become isolated, forcing you to manually update your main database in Back At You. This integration handles that work by automatically creating a new contact record in ClientBAY whenever one is added in RealScout. This process ensures your client data is always centralized and accurate, giving you a complete view of your pipeline without the manual effort.
Leads and prospects originating in RealScout can easily become isolated, forcing you to manually update your main database in Back At You. This integration handles that work by automatically creating a new contact record in ClientBAY whenever one is added in RealScout. This process ensures your client data is always centralized and accurate, giving you a complete view of your pipeline without the manual effort.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- automatically do this!New Contact
Creates a new Contact.
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItContact Create
Triggers when one or more contacts are created.
Try ItSource Name
Buyer/Seller
First Name
Last Name
Email - Primary
Email - Secondary
Phone - Mobile
Phone - Home
Phone - Work
Phone - Work Extension
Phone - Fax
Address - Street
Address - Unit
Address - City
Address - State/Province
Address - Postal Code
Address - Country Code
Company Name
Title
Website
Spouse
Birth Date
Assigned - User ID (**ADMIN API TOKENS ONLY**)
Owner - User ID (**ADMIN API TOKENS ONLY**)
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
Contact Update
Triggers when one or more contacts are updated or deleted.
Try ItSource Name
Buyer/Seller
First Name
Last Name
Email - Primary
Email - Secondary
Phone - Mobile
Phone - Home
Phone - Work
Phone - Work Extension
Phone - Fax
Address - Street
Address - Unit
Address - City
Address - State/Province
Address - Postal Code
Address - Country Code
Company Name
Title
Website
Spouse
Birth Date
Additional Field 1 - Key
Additional Field 1 - Value
Additional Field 2 - Key
Additional Field 2 - Value
Additional Field 3 - Key
Additional Field 3 - Value
Additional Field 4 - Key
Additional Field 4 - Value
Assigned - User ID (**ADMIN API TOKENS ONLY**)
Owner - User ID (**ADMIN API TOKENS ONLY**)
