Buying Buddy + Real Geeks
Create new leads in Real Geeks for every new lead in Buying Buddy
Increase the efficiency of your lead management process with this workflow. Every time there's a new lead in Buying Buddy, it will create the same lead in Real Geeks. By streamlining the process, this automation helps ensure your sales team has access to every potential customer in real-time, helping you ace your sales efforts.
Increase the efficiency of your lead management process with this workflow. Every time there's a new lead in Buying Buddy, it will create the same lead in Real Geeks. By streamlining the process, this automation helps ensure your sales team has access to every potential customer in real-time, helping you ace your sales efforts.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Lead
Create a new Lead.
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New Lead
Triggers when a new lead is created.
Try ItEmail
First Name
Last Name
Full Name
Primary Phone Number
Mobile Phone
Home Phone
Associated Website
Company
Password
Street Address
Address Line 2
City
State
Zip Code
Agent's Buying Buddy Referral ID
Assistant's Buying Buddy Referral ID
Loan Officer's Buying Buddy Referral ID
Other Role's Buying Buddy Referral ID
Round Robin?
Sales Step
Forecast Close Date
Forecast Revenue
Forecast Notes
Source Page URL
Marketing Campaign Reference
Inquiry / Task Subject Reference
Inquiry / Task Details
Inquiry / Task Status
Task Due (In Days)
Notes
Comments
Lead Star Rating
Category ID
HashTags
Buyer Status
Mortgage Status
Agent Agreement
Only Process if Existing Lead
Send Welcome Email?
Send Additional Email ID
Attach Campaign to New Lead
Attach Drip Campaign to Existing
Saved Search
Saved Search Frequency
Saved Search End Date
Duration of Alert
Saved Search Criteria
SiteRequired
Try It
Existing Lead's Email AddressRequired
Agent / User Email AddressRequired
Email SubjectRequired
Email BodyRequired
Existing Lead's Email AddressRequired
Email Address of the agent adding the note
Note TextRequired
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
