If you have a two-way integration or one-way integration that we currently support, such as:
Cloze CRM
Follow Up Boss
Rechat
Realtor.com
Zillow.com
Please go here to learn about our currently-available integration options for you!
Follow Up Boss team members whose team owner is not using RealScout, the 2-way integration is not available for your individual RealScout account.
→ You may use your team member Follow Up Boss account with Zapier & RealScout.
If this applies to you, please go here learn about setting up Zapier.
Note: This is how you'll connect your RealScout account to your Zapier account. These steps will likely be similar to the steps for adding other services/apps to Zapier.
Who This Is For
Agents and teams using any of the following alongside RealScout:
Any other CRM or platform not covered by RealScout's native integrations
Follow Up Boss (when the FUB team owner does not have a RealScout account)
LionDesk CRM
Sierra Interactive
When to Use This
You need to route incoming leads from a third-party platform into RealScout automatically
You want your CRM or another tool to receive notifications when a RealScout contact views a listing, saves a property, or opens an email
You are using Follow Up Boss as an individual agent (not through a team owner with a direct RealScout integration)
Do not rely on Zapier if you need saved search criteria, property addresses, or notes to sync. Those fields are not supported.
How It Works
Zapier is a third-party automation tool that connects other services or apps with RealScout.
→ It works through a trigger-and-action model: which means that when a defined event happens in one app → Zapier performs your defined action in another service/app.
Each action is a separate Zap step.
A property view and a property save, for example, each require their own Zap configuration.
Zapier does not create a two-way sync with other services.
It does not replicate the behavior of RealScout's direct API integrations with platforms like Follow Up Boss (team owner), Cloze, MoxiWorks, or ReChat.
What Zapier Can and Cannot Do with RealScout
Fields Zapier Can Send INTO RealScout
When creating or updating a contact in RealScout via Zapier, the following fields are supported, only EMAIL is required:
Email (required)
First Name
Last Name
Mobile Phone
Lead Source
Additional Email
Financial State
Cash/Pre-Approval Amount
Not supported via Zapier:
Property addresses
Notes
Saved search criteria or alert preferences
Lead type categorization (e.g., buyer vs. seller)
Tags
Timestamps
RealScout Events That Can Trigger a Zap
Zapier can detect and send the following RealScout activity to another platform:
Property Viewed
Property Saved (Interested)
Property Hidden (Disliked)
Email Opened
Email Delivered
New Contact Created (agent-created or self-signup)
What does this mean for my RealScout workflow?
Feature | Supported? | Notes |
Send new lead to RealScout | Yes | Basic contact info only. No addresses or notes. |
Update or add tags in another system | Yes | Only if explicitly configured as an action, action plan, or trigger in your system. Using Zapier for a second step in your workflow may require upgrading from the free plan |
Sync saved searches or alert criteria | No | Not supported. |
Trigger from listing views or saves | Yes | Sends your Zapier-configured step/action to the connected platform. |
Messages from contacts sent to Sierra Interactive, Monday.com, Apollo, etc. | No | Using the RealScout agent app is recommended. |
Direct link to my exact contact (RealScout URL for the lead in my CRM) | No | If your service or app supports adding a URL, you can copy and paste your Contact's URL (right clip to copy or long-press if on mobile) and paste it to your CRM/app notes |
Auto Nurture and Zapier
If an agent has Auto Nurture enabled for all leads those contacts will be enrolled in Auto Nurture automatically once they sync into RealScout.
To verify this setting:
Log in to your RealScout account.
Go to Automations → Auto Nurture.
Review your Auto Nurture configuration to confirm which leads are included.
Step-by-Step: Send a New Lead from a Third-Party Platform to RealScout via Zapier
Go to zapier.com and log in to your Zapier account.
Click Create Zap.
Set your Trigger to the platform where new leads arrive (for example, Sierra Interactive, a Google Sheet, or a lead form).
Set your Action app to RealScout.
Choose the action Create Contact (or equivalent available action).
Map the available fields from your trigger source to the supported RealScout fields: Email, First Name, Last Name, Mobile Phone, Lead Source, Additional Email, Financial State, Cash/Pre-Approval Amount.
Test the Zap to confirm the contact appears in RealScout.
Turn the Zap on.
After setup:
Property addresses and notes will not transfer. These must be added manually inside RealScout.
If the lead type needs to be set (for example, seller lead), update that manually after the contact syncs.
Step-by-Step: Trigger a Notification in Your CRM When a RealScout Lead Views a Property
In Zapier, click Create Zap.
Set your Trigger app to RealScout.
Select the trigger event (for example, Property Viewed).
Connect your RealScout account if not already connected.
Set your Action app to your CRM (for example, Sierra Interactive or LionDesk).
Configure the action to create a note, task, or activity in your CRM.
Test and activate the Zap.
Note: Each event type (view, save, hide) requires its own Zap.
Common Questions
Common Questions
Can I launch RealScout directly from my Zapier-connected CRM?
No. There is no direct login or launch integration through Zapier. Agents can access RealScout through the mobile app or by logging in directly at realscout.com.
Can Zapier create RealScout listing alerts for new leads?
Not directly. However, if Auto Nurture is enabled for incoming leads or a matching tag, new contacts synced via Zapier will be enrolled automatically.
Does Zapier support the same field mapping as the direct FUB integration?
No. The direct Follow Up Boss integration (available only to FUB team owners with a RealScout account) includes property address mapping and additional fields not available through Zapier.
Why don't RealScout search links show up in my CRM after a Zap runs?
RealScout does not sync search alert URLs or saved criteria through Zapier. Only the contact record and supported fields transfer.
Does RealScout have a direct integration I should use instead of Zapier?
If you or your team owner uses Follow Up Boss, Cloze, MoxiWorks, or ReChat, a native integration may be available. Native integrations include more field support and do not require Zap configuration for each event type.
Troubleshooting
Troubleshooting
The Zap ran but the contact did not appear in RealScout.
Confirm the email field was mapped and contains a valid email address. Email is required to create a contact in RealScout.
Check the Zap history in Zapier for error messages: go to Zap History in your Zapier dashboard and review the failed run.
The Zap is running but I am not seeing property activity sent to my CRM.
Confirm you selected the correct RealScout trigger (for example, Property Viewed vs. Property Saved).
Each event type requires a separate Zap. A single Zap for "Property Viewed" will not also capture "Property Saved."
Zap limits are depleting faster than expected.
Avoid using the Email Opened trigger if high email volume is expected. This event fires frequently and can exhaust monthly Zap task limits quickly.
Use the RealScout mobile app to monitor recent contact activity instead of creating Zaps for routine tracking.
A contact came in through Zapier but their lead type or property address is wrong.
Zapier does not support lead type categorization or address fields. These must be updated manually inside RealScout after the contact syncs.