Real Geeks can send leads directly to your Velocify CRM
The other options are standard to any destination Real Geeks connects to.
With the User field you can choose to make this connection associated with an agent so only leads assigned to that agent will be sent to Velocify. Note that you can connect to Velocify multiple times, each for a different user.
Click Save and your integration is complete.
The leads fields sent to Velocify are:
If you want to connect with Movement Mortgage Velocify account just follow the same steps above and choose Movement Mortgate as Client.
You will also be asked for the State where your company operates. And the Campaign ID.
The fields sent to Velocify with Movement Mortgage are: