Brivity + RealScout
Create new Brivity leads from newly created RealScout clients
This workflow streamlines lead generation by instantly creating a new lead in Brivity when a new client is added in RealScout. It's an ideal solution for real estate professionals looking to automate lead management between these two platforms, allowing them to focus more on their client relationships and less on manual data entry. Experience brisk, seamless integration that keeps your client information consistently up-to-date.
This workflow streamlines lead generation by instantly creating a new lead in Brivity when a new client is added in RealScout. It's an ideal solution for real estate professionals looking to automate lead management between these two platforms, allowing them to focus more on their client relationships and less on manual data entry. Experience brisk, seamless integration that keeps your client information consistently up-to-date.
- When this happens...New Client Created
Triggers when a new homebuyer is added.
- automatically do this!Create Lead
Creates a new lead.
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Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItNew Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try It
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItPrimary Agent ID
Lead Intent
First Name
Last Name
Email Address
Phone Number
Company
Job Title
Street Address
City
Locality
Postal Code
Country
Description
Tags
