RealScout + Wise Agent CRM

RealScout + Wise Agent CRM integrations

Add new RealScout clients as leads in Wise Agent CRM

Ensure a streamlined lead management process by automatically moving new clients from RealScout to Wise Agent CRM. Whenever a new client is created on your RealScout app, this workflow will add them as a lead in your Wise Agent CRM, ensuring a smooth transfer of information and saving you from manually inputting data. This workflow allows you to focus more on building relationship with your clients, instead of spending time on administrative tasks.

When this happens...
New Client CreatedTriggers when a new homebuyer is added.
TriggerPolling
automatically do this!
Add/Update Lead/ContactAdds or updates a lead.
ActionWrite

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More things you can do with RealScout and Wise Agent CRM

Discover other triggers and actions you can use with RealScout and Wise Agent CRM

- Email Event Type
  Required
Trigger
Polling
Try It
New Client Created
Triggers when a new homebuyer is added.
Trigger
Polling
Try It
- Webhook Type
  Required
Trigger
Instant
Try It
- First Name
- Last Name
- Email Address
- Home Phone
- Cell Phone
- Business Phone
- Fax Number
- Company
- Address
- Suite Number
- City
- State
- Zip Code
- Source
- Website
- Categories
- Note
Action
Write

- Event Type
  Required
Trigger
Polling
Try It
- Email
  Required
- First Name
  Required
- Last Name
- Primary Mobile Phone
- Lead Source
- Additional Email
- Financial State
- Cash/Pre-approval Amount
Action
Write
- Contact/Lead ID
  Required
Action
Write

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.

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Related categories

CRM (Customer Relationship Management)

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About Wise Agent CRM

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