Brivity + RealScout
Create new RealScout clients from new Brivity leads
Nurture your newly acquired leads from the Brivity app with this convenient workflow. Once you have a new lead in Brivity, this will automatically initiate a process to create a client in the RealScout app. It's an efficient solution that enables real estate professionals to manage their clients effectively, saving valuable time and enhancing client relations.
Nurture your newly acquired leads from the Brivity app with this convenient workflow. Once you have a new lead in Brivity, this will automatically initiate a process to create a client in the RealScout app. It's an efficient solution that enables real estate professionals to manage their clients effectively, saving valuable time and enhancing client relations.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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New Lead
Triggers when a new lead is created.
Try ItUpdate Lead
Triggers when a lead is updated.
Try ItEmail Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try It
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
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
