Create new RealScout clients from new Salesforce records
Ensure your sales processes are seamless and efficient with this workflow that activates when a new record is added in Salesforce. It initiates the creation of a new client in RealScout, saving you valuable time. This streamlines your client management process, enabling your team to focus more on relationship building and sales strategies.
Ensure your sales processes are seamless and efficient with this workflow that activates when a new record is added in Salesforce. It initiates the creation of a new client in RealScout, saving you valuable time. This streamlines your client management process, enabling your team to focus more on relationship building and sales strategies.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
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