RealScout + Stan
Create new RealScout clients from new customers in Stan
When a new customer signs up on Stan, it triggers an immediate workflow that creates a new client profile in RealScout. This automation saves you from manual data entry, ensuring your RealScout account stays up-to-date with the new customer data in Stan for streamlined operations. Experience seamless correspondence with your clients with this active workflow.
When a new customer signs up on Stan, it triggers an immediate workflow that creates a new client profile in RealScout. This automation saves you from manual data entry, ensuring your RealScout account stays up-to-date with the new customer data in Stan for streamlined operations. Experience seamless correspondence with your clients with this active workflow.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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- 14 day trial for premium features & apps
Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItEmail Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try It
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItEvent TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
