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Compass + Real Geeks

Create new Compass leads from Real Geeks new leads

Efficiently manage your new leads from Real Geeks with this seamless workflow. When a new lead is added in Real Geeks, a corresponding lead will be created in Compass, ensuring that your real estate team stays organized and up-to-date. With this automation, you'll save time and maintain consistent lead tracking across both platforms.

Efficiently manage your new leads from Real Geeks with this seamless workflow. When a new lead is added in Real Geeks, a corresponding lead will be created in Compass, ensuring that your real estate team stays organized and up-to-date. With this automation, you'll save time and maintain consistent lead tracking across both platforms.

  1. When this happens...
    Real GeeksReal Geeks
    New Lead

    New Lead created on your Real Geeks website.

    TriggerInstant
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SiteRequired

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Tags

    Action
    Write
    • SiteRequired

    • Agent

    • SourceRequired

    • Type

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    • Address

    • Street Address

    • City

    • State

    • Zip Code

    • Contact Message

    • Notes

    • Region

    Action
    Write
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compass-da26590 logo

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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real-geeks logo
real-geeks logo

About Real Geeks

Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.

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