Your integration decides which contacts reach RealScout and what happens to them once they arrive. Choose your import mode before you connect, because there is no self-serve way to undo an all-contacts import.

Everything in this article lives under Automations. That section holds three related pages: Integrations to connect an outside system, Auto Nurture to decide what happens to contacts once they land, and Tag Automations to see what RealScout has learned about them.

Go to Automations → Integrations. What you see depends on your account type. Some integrations are available to you as an individual agent, and others only appear when a brokerage or enterprise provides them.

For the current list and what each one does, see the RealScout Integrations Overview. If you do not see an integration you expect, and your brokerage offers it, email support@realscout.com.

Import mode is the most consequential setting on the page. It decides which contacts leave your CRM and enter RealScout.

Import only tagged contacts. Only contacts carrying a tag you specify sync to RealScout. This is the safer default and the one to use when your CRM holds anything other than active real estate contacts. Cloze restricts imports this way out of the box, using a default tag of RealScout.

Import all contacts. Every contact in the connected system that has an email address syncs to RealScout, along with everyone you add later.

Caution: There is no self-serve way to undo an all-contacts import. Switching the setting back stops new contacts from syncing, but it does not remove the contacts already brought over. If your CRM is connected to a personal address book or an email account, personal contacts can sync too. Read the on-screen warning before you confirm.

If an all-contacts import was switched on by mistake, email support@realscout.com. Member Support has manual deletion options and can help clean up contacts that should never have been imported. Deleting a contact removes their alerts, history, and messages in RealScout, and that part cannot be recovered. It does not change the contact's stage or record in Follow Up Boss. When you want to keep the record and only stop the emails, archive the contact instead of deleting.

Contacts that already exist in RealScout are not duplicated. The integration matches them and keeps the record in sync.

Connecting an integration handles new activity going forward. Backfill handles the contacts already sitting in your CRM.

Backfill checks the connected system for contacts that are not yet in RealScout and brings the matches over, following whichever import mode you set. On MoxiWorks, backfill runs by Group rather than by tag. See MoxiWorks for Individual Agent Accounts.

Imported contacts arrive on your Contacts page in one of two states.

Awaiting Nurture means the contact is in RealScout but has no alert yet. Use this state when you want to review contacts and set them up deliberately, one segment at a time.

Nurtured means the contact has an active alert. Contacts land here directly when Auto Nurture is enabled for everyone.

To set up a batch yourself, select the contacts, then click More Actions and choose either Auto Nurture or Create Alerts from a Template. To decide which contacts get automated in the first place, see Auto Nurture Settings and How to Configure for Your Account.

Note: Contacts arriving from a one-way drop-in such as Zillow or Realtor.com are only automated if Auto Nurture is turned on for everyone. A tag-based Auto Nurture setup will not catch them, because a drop-in does not carry your CRM tags.

Tags are what make automation possible across two systems, and they move in both directions.

Tags you apply in your CRM arrive in RealScout as external tags. Follow Up Boss tags carry over with their exact spelling. Cloze sends its tags with a leading hashtag, and RealScout normalizes that for you, so you do not need the hashtag on the RealScout side.

Tags RealScout applies travel back to Follow Up Boss and Cloze, which is how you can act on RealScout activity without leaving your CRM. See Using Tags in Follow Up Boss to Act on RealScout Activity and Trigger RealScout Actions from Your CRM Using Tags.

Note: Tags do not sync to MoxiWorks. MoxiWorks organizes contacts by Group, so plan to work from RealScout directly if that is your integration.

An import is the moment bad email addresses surface. RealScout attempts delivery, then tags what failed. Check within a few days of any backfill.

Archiving turns off a contact's alerts without deleting the profile, moves them to the Archived tab, and frees room in your nurtured count. See Tag Automations: Activity Tags, Action Tags & How to Act on Them for the full tag list, and Email Deliverability for what causes these errors.

If you work in Follow Up Boss, build a Smart List so these contacts surface there instead. See FUB Smart Lists for RealScout.

You have two paths when your system is not on the integrations page.

Zapier connects RealScout to systems that have their own Zapier support, which covers tools like HubSpot, Monday.com, and Google Forms for open house sign-ins. Check whether your system supports Zapier, then see Using Zapier with RealScout: What Syncs, What Doesn't, and How to Set It Up.

Caution: Zapier cannot send tags to RealScout. Tag-based automation is not available for Zapier-connected systems, so a Template with a tag automation will never fire for those contacts, and a tag-scoped Auto Nurture will not match them either. Set Auto Nurture to apply to all contacts, or apply a Template by hand with More Actions → Create Alerts from a Template. See Using Zapier with RealScout: What Syncs, What Doesn't, and How to Set It Up for the full field list.

A spreadsheet import handles a one-time move of contacts you already have. See How can I import contacts into RealScout using a spreadsheet, list, or export?