Tenancy - Rental Property CRM integration with Realty Executives Prime Agent
How to Add new Tenancy leads to Realty Executives Prime Agent
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Tenancy leads to Realty Executives Prime Agent" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Realty Executives Prime Agent integrations
Realty Executives Prime Agent actions
Nekton can use any feature that is available in Realty Executives Prime Agent API.
Using our advanced AI, you can easily create custom automations for Realty Executives Prime Agent.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a lead in Prime Agent.
About Realty Executives Prime Agent
Prime Agent is Realty Executives' proprietary intranet dashboard that provides quick access to business tools, marketing collateral, news, and resources in one ecosystem.