> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/crm/contacts/realscout.md).

# RealScout

The RealScout and rechat. integration provides a client sync integration to transfer client record data from rechat. to RealScout!

## How It Works <a href="#h_01jwhygwhy7dmdvfsn40x31n66" id="h_01jwhygwhy7dmdvfsn40x31n66"></a>

### rechat. to RealScout <a href="#h_01jz4a9rqn2j6cs63medawfpvj" id="h_01jz4a9rqn2j6cs63medawfpvj"></a>

Updates made to a contact profile on rechat. will be updated on RealScout. New contacts added to rechat. will be synced to RealScout.

These are the fields we currently sync from Rechat to RealScout:

1. First name
2. Last name
3. Primary email
4. Secondary email
5. Primary phone number
6. Address
7. Lead source

### RealScout to rechat. <a href="#h_01jz4aa0ej3170d9xkgf87g3vf" id="h_01jz4aa0ej3170d9xkgf87g3vf"></a>

* New self-serve contact sign ups are synced from RealScout to rechat.
* New agent added contact sign ups are synced from RealScout to rechat.
* Excluded from being synced are those contacts imported into RealScout or synced through other integrations.
* When a contact is deleted in rechat. it'll also automatically be deleted in RealScout

These are the fields we currently sync from RealScout to Rechat, when new contacts are created in RealScout:

* Primary email
* First name
* Last name
* Primary mobile number
* Primary home number
* Primary work number
* “RealScout” as the Lead source
* Address (street, city, state, zip)

## Connecting rechat. on RealScout! <a href="#h_01jwhxyj8v1bcv6ph124tbcxny" id="h_01jwhxyj8v1bcv6ph124tbcxny"></a>

**Step 1:** Click on CONNECT RECHAT ACCOUNT.

[![](https://realscout-3.intercom-attachments-7.com/i/o/b806e99bf3d0382d810785d4f7e54e914b7dea19/1657324843/806514b8dc29ad245d6d3f0647bf/37540589991067?expires=1769630400\&signature=e1af03e7696e56f69abd1b53242aca874ec24b6ca108da809eace47cac9c8ddf\&req=dSYiEcp8mYlbWvMW1HO4zZlXMbp0%2BJrkDcvw2OQ4BFjP6T7O%2BkL%2B89BfJpoO%0AC%2B11Xh%2BqZoZ7yHHgEPY%3D%0A)](https://realscout-3.intercom-attachments-7.com/i/o/b806e99bf3d0382d810785d4f7e54e914b7dea19/1657324843/806514b8dc29ad245d6d3f0647bf/37540589991067?expires=1769630400\&signature=e1af03e7696e56f69abd1b53242aca874ec24b6ca108da809eace47cac9c8ddf\&req=dSYiEcp8mYlbWvMW1HO4zZlXMbp0%2BJrkDcvw2OQ4BFjP6T7O%2BkL%2B89BfJpoO%0AC%2B11Xh%2BqZoZ7yHHgEPY%3D%0A)

Clicking on "reconnecting" will take you to the rechat. login page. See below.

[![](https://realscout-3.intercom-attachments-7.com/i/o/b806e99bf3d0382d810785d4f7e54e914b7dea19/1657324845/7b1e8327f701d4e0087296133bde/37544956559643?expires=1769630400\&signature=269b22660c1da5a9870e54bb34404385106aedf1296aeb228fa9b2e788c2d76d\&req=dSYiEcp8mYlbXPMW1HO4zZITVjTVYUj3UpBSysVwXQ6tEgVf9%2BPzIe6AzVEu%0AKMi3XCYCExcYNsQ%2F3Ho%3D%0A)](https://realscout-3.intercom-attachments-7.com/i/o/b806e99bf3d0382d810785d4f7e54e914b7dea19/1657324845/7b1e8327f701d4e0087296133bde/37544956559643?expires=1769630400\&signature=269b22660c1da5a9870e54bb34404385106aedf1296aeb228fa9b2e788c2d76d\&req=dSYiEcp8mYlbXPMW1HO4zZITVjTVYUj3UpBSysVwXQ6tEgVf9%2BPzIe6AzVEu%0AKMi3XCYCExcYNsQ%2F3Ho%3D%0A)

**Step 2:** Access permissions for RealScout to access your slected rechat. account.\
For agents with multiple accounts within rechat., ensure you select the appropriate account, as Realscout only supports integration to a single rechat. account at this time.

That is all, your rechat. and RealScout are now synced!

[![](https://realscout-3.intercom-attachments-7.com/i/o/b806e99bf3d0382d810785d4f7e54e914b7dea19/1657324844/7f6fd5f5c4939621c567c605a553/37545053356571?expires=1769630400\&signature=cb399671a5c8a223f16addad45fdc457816f4c907274604be64b7b347bf94ca4\&req=dSYiEcp8mYlbXfMW1HO4zXj3PEAFh%2BaFoh0Y9swJq%2FLIfKfNHmSbNZ1mCFl1%0Ay0av%2FcdCyL4FLc6sprY%3D%0A)](https://realscout-3.intercom-attachments-7.com/i/o/b806e99bf3d0382d810785d4f7e54e914b7dea19/1657324844/7f6fd5f5c4939621c567c605a553/37545053356571?expires=1769630400\&signature=cb399671a5c8a223f16addad45fdc457816f4c907274604be64b7b347bf94ca4\&req=dSYiEcp8mYlbXfMW1HO4zXj3PEAFh%2BaFoh0Y9swJq%2FLIfKfNHmSbNZ1mCFl1%0Ay0av%2FcdCyL4FLc6sprY%3D%0A)

## Replacing the existing rechat. account <a href="#h_01jwhyr5vsr489zgg52fpx96jj" id="h_01jwhyr5vsr489zgg52fpx96jj"></a>

To remove the integration, click on the red DELETE INTEGRATION button. This will allow you to connect a different rechat. if you have more accounts you are considering using.

[![](https://realscout-3.intercom-attachments-7.com/i/o/b806e99bf3d0382d810785d4f7e54e914b7dea19/1657324850/e5404e2460bd0caca936f99ee37a/37548472434203?expires=1769630400\&signature=4bdd451db5d7ff0b3086ea44e4960acfea4d424f5f6010d441bd9ada1e553698\&req=dSYiEcp8mYlaWfMW1HO4zQ4fpbI4LDTFk4bXIJeZLvhzTwa2VY0pDXW%2FbJSG%0AbqP1%2F5UxikSr31ltY%2F4%3D%0A)](https://realscout-3.intercom-attachments-7.com/i/o/b806e99bf3d0382d810785d4f7e54e914b7dea19/1657324850/e5404e2460bd0caca936f99ee37a/37548472434203?expires=1769630400\&signature=4bdd451db5d7ff0b3086ea44e4960acfea4d424f5f6010d441bd9ada1e553698\&req=dSYiEcp8mYlaWfMW1HO4zQ4fpbI4LDTFk4bXIJeZLvhzTwa2VY0pDXW%2FbJSG%0AbqP1%2F5UxikSr31ltY%2F4%3D%0A)

Have feedback? We'd love to hear from you. Click on the support tab directly on your Rechat account to share your feedback with us!


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.rechat.com/guides/crm/contacts/realscout.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
