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Real Geeks + Realvolve

Create Realvolve contacts from new Real Geeks leads

Want to take advantage of your Real Geeks lead generation website and manage your leads with Realvolve's powerful CRM? Activate this Real Geeks - Realvolve integration and your leads will be added as contacts in Realvolve for every signup on your website from then on.

Want to take advantage of your Real Geeks lead generation website and manage your leads with Realvolve's powerful CRM? Activate this Real Geeks - Realvolve integration and your leads will be added as contacts in Realvolve for every signup on your website from then on.

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

    New Lead created on your Real Geeks website.

    TriggerInstant
  2. automatically do this!
    RealvolveRealvolve
    Create Contact

    Creates or updates a contact in your account.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • SiteRequired

      Site where leads will come from.

    Trigger
    Instant
    Try It
  • Realvolve triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It

    • SiteRequired

      Choose which site to send new leads to.

    • Agent

      Agent to assign this lead and not use Round-Robin in the Lead Manager. Leave is blank to use your assignment configuration from the Lead Manager.

    • SourceRequired

      Source indicates where this lead was generated. To add a new source visit: https://leads.realgeeks.com/settings/customize.

    • Type

      Indicate if this lead is buying or selling.

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    • Address

      Full address. If you have separate address components use the other fields: Street Address, City, State and Zip Code.

    • Street Address

      Street name and number.

    • City

    • State

    • Zip Code

    • Contact Message

    • Notes

      Important Notes.

    • Region

      Is used by some sources to help destinations do geographic round-robin lead assignment. Lead Manager CRM displays this value as “Area”. The website sends the area of the first search.

    Action
    Write

    • Full Name

    • Title

    • Company

    • Home Address

    • Home Phone

    • Home Mobile Number

    • Home Email

    • Work Address

    • Work Phone

    • Work Mobile Number

    • Work Email

    • Tags

    • Contact Source

    • Start Workflow on New Contact

    • Start Workflow on Contact Update

    • Run Update Workflow Only Once

    • Record Owner

    • Notes

      Specify any extra details you'd like to associate with this contact.

    • Attachment URL

      Web address to image files or recorded messages.

    • SMS Text Message

      If available, specify content of a text message. This is stored as a conversation on the new contact.

    Action
    Write
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
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About Realvolve

The real estate CRM that works the way you do. Manage people, listings, transactions and activities with powerful workflows.

Related categories

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