Create or update leads/contacts in Wise Agent CRM for every new client event in RealScout
Simplify your real estate workflow with this automation that seamlessly connects RealScout and Wise Agent CRM. When a new client event happens in RealScout, corresponding details are immediately added or updated into your Wise Agent CRM. This streamlines your data management, ensuring all client details are updated and easy to access, optimizing your customer service and sales efforts.
Simplify your real estate workflow with this automation that seamlessly connects RealScout and Wise Agent CRM. When a new client event happens in RealScout, corresponding details are immediately added or updated into your Wise Agent CRM. This streamlines your data management, ensuring all client details are updated and easy to access, optimizing your customer service and sales efforts.
- When this happens...New Client Event
Triggers when a property is viewed, saved, or hidden.
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItWebhook TypeRequired
Try ItFirst Name
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Website
Categories
Note
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
Contact/Lead IDRequired