Create new contacts in Lone Wolf Relationships for every new client created in RealScout
Streamline your client management process with this efficient workflow. Whenever a new client is added in your RealScout app, it will instantly populate the details in the Lone Wolf Relationships app as a new contact. This seamless flow of information lets you manage customer relationships better, saving valuable administrative time.
Streamline your client management process with this efficient workflow. Whenever a new client is added in your RealScout app, it will instantly populate the details in the Lone Wolf Relationships app as a new contact. This seamless flow of information lets you manage customer relationships better, saving valuable administrative time.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- automatically do this!Create Contact
Creates a contact in the system
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItFirst NameRequired
Last Name
Email Address
Cell Phone
Lead Source
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount