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agentology [2017/09/12 01:14]
igor
agentology [2017/09/13 19:46] (current)
igor
Line 1: Line 1:
 +<​html>​
 +<​style>​p img { box-shadow: 0 0px 20px #888888; }</​style>​
 +</​html>​
 +
 +====== Agentology integration ======
 +
 +Real Geeks can send leads to [[https://​www.agentology.com/​|Agentology]] where a specialized agent will respond within minutes via Phone, SMS, and Email, and log all activity in real time back to Real Geeks.
 +
 +New leads are sent over to Agentology. Activities are sent from Agentology to Real Geeks as notes with information like SMS transcripts,​ call logs, etc.
 +
 +===== How to connect =====
 +
 +First send an email to **success@agentology.com** asking for your **Partner ID for Real Geeks integration**
 +
 +Once you receive the Partner ID:
 +
 +  - Visit https://​leadrouter.realgeeks.com/​
 +  - Click **Configure Destinations**
 +  - Click in your site
 +  - Click **Connect** on **Agentology**
 +  - Enter the **Partner ID**
 +  - **User** is optional, if selected only leads assigned to that user will be sent to Agentology
 +  - **Assignment** is optional, you can choose to only send leads to Agentology if they are assigned to an agent in Real Geeks, by default leads are sent immediately before the assignment happens.
 +  - Click **Save** and that's it
 +
  
agentology.txt ยท Last modified: 2017/09/13 19:46 by igor