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Wise Agent CRM logoWise Agent CRM logo

RealScout + Wise Agent CRM

RealScout + Wise Agent CRM

RealScout + Wise Agent CRM integrations

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.

  1. When this happens...
    New Client Event
    New Client Event
    New Client EventTriggers when a property is viewed, saved, or hidden.
  2. automatically do this!
    Add/Update Lead/Contact
    Add/Update Lead/Contact
    Add/Update Lead/ContactAdds or updates a lead.
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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
  • RealScout triggers, actions, and search
    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
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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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wise-agent-crm logo
About Wise Agent CRM
Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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