Celebrity Agent + Compass

Create new leads in Compass from new registrations in Celebrity Agent

Optimize your lead generation process with this tailored workflow. Whenever there's a new registration on the Celebrity Agent app by Seller Concierge, a new lead is instantly created in the Compass app. With this efficient system, you'll be able to quickly reach out to new agents and expand your network. Harness the power of real-time data transfer to streamline your tasks and enhance productivity.

When this happens...
Seller Concierge - New Registration
Triggers when a new contact registers their property via Seller Concierge
TriggerInstant
automatically do this!
Create a New Lead
Create a new lead in your Compass CRM.
ActionWrite

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Supported triggers and actions

Buyer Concierge - New Registration
Triggers when a contact registers their property search preferences via Buyer Concierge
Trigger
Instant
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Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Stage Changed
Triggers when the stage is updated on a Contact.
Trigger
Instant
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Contact Unsubscribed
Triggers when a contact unsubscribes from a channel communication
Trigger
Instant
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Email Message Sent
Triggers when any Email Message is sent to any contact
Trigger
Instant
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Seller Concierge - All Actions
Triggers when any call to action is made by a contact via Seller Concierge (cash offer, make me move, CMA request, message received)
Trigger
Instant
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Message Received
Triggers when a new message is received in Celebrity Agent
Trigger
Instant
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Seller Concierge - Additional Property Registered
Triggers when a new property is added by existing contact via Seller Concierge
Trigger
Instant
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Seller Concierge - New Registration
Triggers when a new contact registers their property via Seller Concierge
Trigger
Instant
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SMS Message Sent
Triggers when any SMS Message is sent to any contact
Trigger
Instant
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- Contact IdRequired
- NameRequired
- Trigger Change?
Action
Write
- Celebrity Agent Contact ID
- First Name
- Last Name
- Email Address
- Phone Number
- Contact Statuses
- Street Address
- City
- State
- Zip
- Unit Number
- Full Address
- Street Address
- City
- State
- Zip
- Unit Number
- Full Address
- Stage
- Tag(s)
- Source
- Notes
- Trigger Change?
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Tags
Action
Write

Seller Concierge - Cash Offer Request
Triggers when a cash offer is requested by a contact via Seller Concierge
Trigger
Instant
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Seller Concierge - Message Received
Triggers when a message is received from a contact via Seller Concierge
Trigger
Instant
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Contact Tag Added
Triggers when a new tag is added on a Contact.
Trigger
Instant
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Direct Mail Message Sent
Triggers when any Direct Mail Message is sent to any property
Trigger
Instant
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Seller Concierge - CMA Request
Triggers when a CMA request is made by a contact via Seller Concierge
Trigger
Instant
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Seller Concierge - Make Me Move Request
Triggers when a make me move request is made by a contact via Seller Concierge
Trigger
Instant
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Phone Call Received
Triggers when a phone call is received
Trigger
Instant
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Seller Concierge - Home Facts Edited
Triggers when home facts are edited via Seller Concierge
Trigger
Instant
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Seller Concierge - Opened Report
Triggers anytime a contact views their Seller Concierge report
Trigger
Instant
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- ID / Email / PhoneRequired
- NoteRequired
Action
Write
- Contact IdRequired
- New StageRequired
- Trigger Change?
Action
Write
- FieldRequired
- ValueRequired
Action
Search