Back At You + RealScout
Create new RealScout clients from new Back At You contacts
Simplify your contact to client conversion process with this handy workflow. Once you've added a new contact in Back At You, this automation promptly creates a new client in RealScout. Using this, you can streamline your client database management, enabling you to focus more on client engagement and business growth.
Simplify your contact to client conversion process with this handy workflow. Once you've added a new contact in Back At You, this automation promptly creates a new client in RealScout. Using this, you can streamline your client database management, enabling you to focus more on client engagement and business growth.
- When this happens...Contact Create
Triggers when one or more contacts are created.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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Contact 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**)
Source 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
Contact ID
Assigned - User ID (**ADMIN API TOKENS ONLY**)
Owner - User ID (**ADMIN API TOKENS ONLY**)
Email Event TypeRequired
Try It
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**)
First Name
Last Name
Primary Email
Mobile Phone
Home Phone
Search must match at least these fieldsRequired
Event TypeRequired
Try It
