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RealScout + Wise Agent CRM

RealScout + Wise Agent CRM integrations

Create new RealScout clients from new leads or contacts in Wise Agent CRM

Streamline your real estate business by connecting Wise Agent CRM with RealScout. This workflow activates when you generate a new lead or contact in Wise Agent CRM, which then prompts the creation of a new client in your RealScout system. It's a seamless solution for maintaining consistent and updated records across both platforms. Enhance productivity and eliminate manual data entries, giving you more time to focus on landing sales and growing your business.

When this happens...
Create Lead/Contact Webhook by TypeCreate a webhook that triggers based on lead/contact activity in your account.
TriggerInstant
automatically do this!
Create ClientCreates a homebuyer in RealScout for the authenticated Agent.
ActionWrite

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More things you can do with Wise Agent CRM and RealScout

Discover other triggers and actions you can use with Wise Agent CRM and RealScout

- Webhook Type
  Required
Trigger
Instant
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- Client ID
  Required
- Date Visited
  Required
- URL Visited
  Required
- Page Name
  Required
Action
Write
- Contact/Lead ID
  Required
Action
Write
- Email
  Required
Action
Write
- Email Event Type
  Required
Trigger
Polling
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New Client Created
Triggers when a new homebuyer is added.
Trigger
Polling
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- Client ID
  Required
- Address Type
  Required
- Address Number
  Required
- Address
  Required
- Suite
- City
- State
- Zip Code
- Building Floor
- Subdivision
- P.O. Box
- County
- Country
- MLS
- Township
Action
Write
- Activity Subject
  Required
- Activity Note
  Required
- Categories
- Client IDs
  Required
Action
Write
- Phone
  Required
Action
Write
- First 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
Action
Write
- Event Type
  Required
Trigger
Polling
Try It
- Email
  Required
- First Name
  Required
- Last Name
- Primary Mobile Phone
- Lead Source
- Additional Email
- Financial State
- Cash/Pre-approval Amount
Action
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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.