How to connect RealScout + Agile CRM + Follow Up Boss
Zapier lets you send info between RealScout and Agile CRM and Follow Up Boss automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with RealScout + Agile CRM + Follow Up Boss
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with RealScout, Agile CRM, and Follow Up Boss. And don’t forget that you can add more apps and actions to create complex workflows.
Email Event TypeRequired
Try ItNew Client Created
Triggers when a new homebuyer is added.
Try ItTrack / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try It
Event TypeRequired
Try ItEmailRequired
First NameRequired
Last Name
Primary Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-approval Amount
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItNew Contact
Triggers when a new contact is add in AgileCRM.
Try It
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How RealScout + Agile CRM + Follow Up Boss Integrations Work
- Step 1: Authenticate RealScout, Agile CRM, and Follow Up Boss.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.