LeadConnector + Real Geeks

LeadConnector + Real Geeks integrations

Change stages in LeadConnector and create new leads in Real Geeks

When a pipeline stage changes in the LeadConnector app, keep your Real Geeks app updated by seamlessly creating a lead with this automation workflow. This setup ensures your sales team stays updated with the most recent information, saving time and increasing your lead management efficiency. Use this workflow to maintain accurate data without any extra effort.

When this happens...
Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
TriggerInstant
automatically do this!
Create LeadCreate a new Lead.
ActionWrite

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More things you can do with LeadConnector and Real Geeks

Discover other triggers and actions you can use with LeadConnector and Real Geeks

- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Site
  Required
Trigger
Instant
Try It

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write
- Site
  Required
- Agent
- Source
  Required
- Type
- First Name
- Last Name
- Phone Number
- Email Address
- Address
- Street Address
- City
- State
- Zip Code
- Contact Message
- Notes
- Region
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

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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.