Rally.fan + RealScout
Create RealScout clients from new Rally.fan customers
Improve your client management by integrating Rally.fan with RealScout. Each time a new customer signs up on Rally.fan, a workflow is triggered to create a client profile in RealScout, keeping your records consistently up-to-date. This automation simplifies data entry and ensures smooth operations for better client communication.
Improve your client management by integrating Rally.fan with RealScout. Each time a new customer signs up on Rally.fan, a workflow is triggered to create a client profile in RealScout, keeping your records consistently up-to-date. This automation simplifies data entry and ensures smooth operations for better client communication.
- When this happens...New Customer
Triggers when a customer has purchased something from you signed up as a lead.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
- Free forever for core features
- 14 day trial for premium features & apps
Canceled Recurring Membership
Triggers when a customer has canceled a recurring membership.
Try ItNew Recurring Membership
Triggers when a customer has purchased a recurring membership.
Try ItEvent TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
