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LionDesk integration

LionDesk has integrated their CRM with your Real Geeks site. With this integration, leads that arrive at your website will be sent to both the Lead Manager and Lion Desk (and to any other integration you have enabled).

When a lead signs up on the website we capture their name, email address, and phone number. This information will be added as a Contact in LionDesk.

If the lead logs in a second time and updates their information, or if you update the leads information in the Lead Manager, these updates will be sent to LionDesk.

All activities performed by the lead on the website, like performing a search, saving a search, adding property to favorites or sending a message, will be saved in LionDesk under Contact Activity TimelineWebsite Activity

This LionDesk integration also captures your leads from other sources such as Zillow and Realtor.com, leads created manually in the Lead Manager and from any other source you could have configured.

How to integrate with LionDesk

  1. To enable this integration first visit http://leadrouter.realgeeks.com/
  2. Click Configure Destinations and then click on your site.
  3. LionDesk is available as one of our destinations. Click Connect under the LionDesk destination box.
  4. It will ask for your API Key, which is available in your LionDesk account under Settings3rd Party Integrations. See how to find my API Key below.
  5. Make sure Active is checked then click Save.

Now your website is connected to LionDesk.

Find your API key

  1. Click Settings
  2. Click 3rd Party Integrations
  3. Locate the Real Geeks integration under 3rd Party API Keys
  4. Click Enable
  5. Copy the key generated

Import existing leads into LionDesk

Follow our instructions on how to export leads from your Lead Manager.

LionDesk has instructions on how to import contacts

Using Real Geeks to round robin leads in LionDesk

You can use either Real Geeks or LionDesk to round robin your leads. This is how you set up Real Geeks round robin for LionDesk:

First: Set your lead assignment to Round Robin in the Lead Manager.

  1. Click the Settings tab
  2. Click the Lead Assignment tab
  3. Select the Property Search tab under Agent Round Robins
  4. Find the Type dropdown bar and select Round Robin
  5. Make sure all the agents using the LionDesk API are set to Available.
  6. You will also need to switch the Type to Round Robin in the tabs Property Valuation and Third Party Sources.

Second: Set up your LionDesk API using http://leadrouter.realgeeks.com/

The site owner will need to select the website that they want to enable. Then the agents will need to provide the site owner with the API keys for their individual LionDesk accounts.

The site owner will then need to create a new destination for each agent in the Lead Router using the Custom API option with the settings listed to same below:

Name: Name the integration setup for the agent

URL: http://api.liondesk.com/realgeeks/index.php This field will always be the same

Secret: RealGeeksLionDesk This field will always be the same

Partner ID: The agent's unique LionDesk API key

User: Select the user from the dropdown menu

Should leads wait to be assigned before sending to this destination? This should always be set to Yes, wait for assignment

What type of events should be sent to this destination? Checkmark the boxes of the events you want tracked in LionDesk

Make sure to also checkmark the Active box.

liondesk.1492705785.txt.gz · Last modified: 2017/04/20 16:29 by kat