RealScout + Wise Agent CRM

Create or update leads/contacts in Wise Agent CRM for every new client event in RealScout

Simplify your real estate workflow with this automation that seamlessly connects RealScout and Wise Agent CRM. When a new client event happens in RealScout, corresponding details are immediately added or updated into your Wise Agent CRM. This streamlines your data management, ensuring all client details are updated and easy to access, optimizing your customer service and sales efforts.

Simplify your real estate workflow with this automation that seamlessly connects RealScout and Wise Agent CRM. When a new client event happens in RealScout, corresponding details are immediately added or updated into your Wise Agent CRM. This streamlines your data management, ensuring all client details are updated and easy to access, optimizing your customer service and sales efforts.

  1. When this happens...
    RealScoutRealScout
    New Client Event

    Triggers when a property is viewed, saved, or hidden.

    TriggerPolling
  2. automatically do this!
    Wise Agent CRMWise Agent CRM
    Add/Update Lead/Contact

    Adds or updates a lead.

    ActionWrite
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Supported triggers and actions

    • Event TypeRequired

    Trigger
    Polling
    Try It
    • EmailRequired

    • First NameRequired

    • Last Name

    • Primary Mobile Phone

    • Lead Source

    • Additional Email

    • Financial State

    • Cash/Pre-approval Amount

    Action
    Write
    • Contact/Lead IDRequired

    Action
    Write
realscout logo
realscout logo

About RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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wise-agent-crm logo
wise-agent-crm logo

About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier