Marketo + Radius Agent

Create active clients in Radius Agent for new leads in Marketo

Effortlessly manage new leads with this seamless workflow between Marketo and Radius Agent. Whenever a new lead is added in Marketo, this automation will create an active client in Radius Agent for you. Stay organized and ensure timely follow-ups to optimize your lead nurturing process.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Active Client
Creates a new active Client
ActionWrite

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Supported triggers and actions

- Form
Trigger
Polling
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New Program
Triggers when a new program is created.
Trigger
Polling
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- List
- Additional Fields
Trigger
Polling
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- External Company IDRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
- Company NameRequired
- External Company IDRequired
Action
Search or write

New Disqualified Lead
Triggers when a lead is disqualified.
Trigger
Polling
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New Note
Triggers when a new note/activity is added to your lead.
Trigger
Polling
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- Client Source
- Name
- Emails
- Phones
- Additional notes about client
- Client Type
- Social Data
- Tags
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Sale Price
- Property Type
- Property country
- Transaction Type
- Minimum budget
- Maximum Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Requirement Neighbourhood
- Requirement City
- Requirement State
- Note
- Source Url
- Assigned To
- Assigned Lender Name
- Stage Id
- Stage
- Assigned Lender Id
- Price
Action
Write
- Lead Email
- Phone Number
- Disqualification Reason
Action
Write

- List
- Additional Fields
Trigger
Polling
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- Zap Id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Trigger
Instant
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- ListRequired
- LeadRequired
Action
Write
- Partition
Action
Write
- Company NameRequired
Action
Search
- Field to searchRequired
- Search valueRequired
- Additional fields to retrieve
Action
Search
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write
New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Trigger
Polling
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New Qualified Lead
Triggers when a new lead is qualified.
Trigger
Polling
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- Radius Assist vs Refer outRequired
- Lead Priority
- Lead Source
- Name
- Emails
- Phones
- Additional notes about client
- Lead Type
- Is Buyer Lead
- Is Seller Lead
- Property address
- Property Name
- Property City
- Property state
- Property Zipcode
- Number of bedroom
- Number of Bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale Price
- Requirement City
- Requirement State
- Minimum budget
- Max Budget
- Number of bedroom
- Number of bathroom
- Area unit
- Minimum size of the area
- Sale type
- Requirement zipcode
- Buyer property address
- Property name
- Property City
- Property state
- Zipcode
- Number of bedroom
- Number of bathroom
- Property Age
- Covered Area
- Area Coverage
- Resale price
- Note
- Assign to
Action
Write