When a contact takes a high-intent action in RealScout — saves a property, views a listing three times, sends a message, or views a Home Value Alert — RealScout automatically applies a corresponding tag to their Follow Up Boss profile. Build automations around these tags to respond at the right moment without reviewing RealScout manually.
Automation cheat sheet and swipeable templates:
How automated tags work
RealScout sends specific contact activity to Follow Up Boss, applies a tag, and lets you trigger automations when a contact sends a message, views or saves a property, views a Market Activity Alert or Home Value Alert, or requests a valuation. Each tag is a behavioral signal — attach the right workflow (email, call task, or action plan) to respond at the right time.
The six tags and recommended Follow Up Boss actions
RealScout Message Sent— Direct hand-raise.Automation: immediate acknowledgment email + assign call or task.
RealScout Property Viewed 3+— High buyer interest.Automation: assign immediate call; follow-up text next day if no response.
Note: skip an extra auto-email if you already have a general property-view automation running.
RealScout Market Activity Viewed— General interest.Automation: send email + assign call; add a "last email more than 1 day ago" condition to avoid duplicate sends.
RealScout HVA Viewed— Seller curiosity or potential listing intent.Automation: seller-focused email + assign call task.
RealScout Property Saved— Strong buyer interest.Automation: assign call immediately; follow-up text next day if needed.
Note: avoid a second automated email if covered by the general property-view automation.
RealScout HVA Valuation Message— High seller intent.Automation: immediate response email + assign call to schedule a listing consultation.
Bonus: "All Property Views" automation
Create a single automation in Follow Up Boss for any property view or save on your RealScout site — send an email and assign a call. Let this general automation handle the first email so the tag-specific automations for RealScout Property Viewed 3+ and RealScout Property Saved can remain task-focused and avoid sending duplicate emails.
Implementation notes
Do not manually create these tags. RealScout creates them automatically on the first qualifying event for a connected contact.
Tags sync to Follow Up Boss on a delay — allow 20–60 minutes after the contact's action.
Test with a sample contact first to confirm tasks and automations fire as expected before enabling broadly.
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