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Rally Corp + Real Geeks

Create Real Geeks leads when tags are added to contacts in Rally Corp

Tired of manually importing leads into your Real Geeks account? Save a step with this automation. Whenever your designated tag is added to a contact in your Rally Platform account, this integration adds the same contact to your Real Geeks account.

Tired of manually importing leads into your Real Geeks account? Save a step with this automation. Whenever your designated tag is added to a contact in your Rally Platform account, this integration adds the same contact to your Real Geeks account.

  1. When this happens...
    Rally CorpRally Corp
    Triggers When a Tag Is Added

    Fetches contact details whenever a tag is added

    TriggerInstant
  2. automatically do this!
    Real GeeksReal Geeks
    Create Lead

    Create a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Tag NameRequired

    • Select the contact fields you want to send to your application. (Contact ID and Phone Number included by default)

    Trigger
    Instant
    Try It
    • Phone NumberRequired

    • First Name

    • Last Name

    • Email

    • Tags

    • Notes

    • Additional Custom Fields

    Action
    Write
    • SiteRequired

    Trigger
    Instant
    Try It
    • Campaign NameRequired

    • Phone NumberRequired

    • First Name

    • Last Name

    • Additional Custom Fields

    Action
    Write
    • Workflow KeywordRequired

    • From NumberRequired

    • To NumberRequired

    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
rally-corp logo
rally-corp logo

About Rally Corp

Rally is for Charities & Causes Who Make a Lasting Impact. Use conversational text messaging to forge unbreakable relationships with donors and volunteers.

Related categories

  • Fundraising
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.
Learn moreHelp

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