CapScout and Salesflare

How to connect CapScout

CapScout is an AI acquisition platform for investors and the firms that help them buy residential investment property on the open market.

Start a workflow when this happens

Client Answered on a Home — Triggers when a client says yes, maybe or no to a home you sent, with the reason they gave.
Client Is Engaged — Triggers when a client keeps coming back to their reports.
Contact Stage Changed — Triggers when a contact moves stage: new lead, contacted, active, under contract, closed, owner.
Deal Moved — Triggers when a deal moves on the pipeline, from watching to closed.
New Contact — Triggers when someone is added to the book. A CSV import stays quiet.

Show 5 more triggers

New Homes Match a Buy Box — Triggers when new homes fit a client's buy box: the count and the box, with a link to review them.
New Lead — Triggers when a lead comes in: a branded report, your intake form, a portal email or the API.
Report Opened — Triggers when a client opens a report you sent: on the first open, then at most daily.
Report Sent — Triggers when an investment report is shared with a client.
Touch Logged — Triggers when a call, text, email or meeting is logged on a contact.

Things Salesflare can make it do

Create Lead — Adds a lead: routed to an agent, given its new-lead follow-ups and announced, like one from your intake form.
Create or Update Contact — Finds the contact by email and updates them, or adds them. Their stage moves only through Move Contact Stage.
Log Touch — Logs a call, text, email or meeting on a contact's timeline.
Move Contact Stage — Moves a contact to a stage, logging the move and starting that stage's follow-ups.

Look up existing records

Find Contact — Finds a contact by email (their other emails too), or by name or tag.

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