RealScout + Salesforce Essentials

Create new Salesforce Essentials records when new clients are created in RealScout

Save time and streamline your workflow with this efficient automation for RealScout and Salesforce Essentials. As soon as a new client is added in RealScout, a record is instantly created in Salesforce Essentials. This process ensures all client information is seamlessly updated and helps improve your customer relationship management.

When this happens...
New Client Created
Triggers when a new homebuyer is added.
TriggerPolling
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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Supported triggers and actions

- Email Event TypeRequired
Trigger
Polling
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New Client Created
Triggers when a new homebuyer is added.
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
Action
Write

- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search

- Event TypeRequired
Trigger
Polling
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- EmailRequired
- First NameRequired
- Last Name
- Primary Mobile Phone
- Lead Source
- Additional Email
- Financial State
- Cash/Pre-approval Amount
Action
Write
- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- LeadRequired
Action
Write
- Salesforce ObjectRequired
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
Action
Search or write

About RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.

Learn more