Real Geeks + Salesforce
Create Salesforce contacts for new Real Geeks leads
Effortlessly keep track of your new leads in the real estate market with this seamless workflow. When a new lead is added in Real Geeks, a contact will be created in Salesforce, ensuring that your sales team has all the information they need to follow up effectively. Say goodbye to manual data entry and hello to an efficient, streamlined lead management process.
Effortlessly keep track of your new leads in the real estate market with this seamless workflow. When a new lead is added in Real Geeks, a contact will be created in Salesforce, ensuring that your sales team has all the information they need to follow up effectively. Say goodbye to manual data entry and hello to an efficient, streamlined lead management process.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
SiteRequired
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
