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liondesk [2017/04/20 16:29]
kat [Using Real Geeks to round robin leads in LionDesk]
liondesk [2020/05/28 21:04] (current)
michaels
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 +#redirect https://​support.realgeeks.com/​hc/​en-us/​articles/​360043208574
 ====== LionDesk integration ====== ====== LionDesk integration ======
  
-LionDesk has integrated their CRM with your Real Geeks site. With this integrationleads that arrive at your website ​will be sent to both the Lead Manager ​and Lion Desk (and to any other integration you have enabled).+This integration ​will route leads from your Real Geeks website, as well as third-party lead sources you have previously configured ​to work with your Lead Managerto LionDesk.
  
-When a lead signs up on the website we capture their name, email address, and phone numberThis information ​will be added as a Contact ​in LionDesk.+Leads are still available in your Lead ManagerEdits to a leads contact ​information ​and all lead activity are sent to LionDesk to be updated ​in their CRM
  
-If the lead logs in a second time and updates their information, ​or if you update the leads information ​in the Lead Managerthese updates will be sent to LionDesk.+Lead contact ​information ​(nameemail address, and phone number) are available ​in LionDesk as a **Contact**. 
 +Lead activity (searches performedsearches saved, favorite properties added, messages ​sent, etc.) are available in LionDesk ​under **Contact Activity Timeline** -> **Website Activity**.
  
-All activities performed by the lead on the websitelike performing a search, saving a search, adding property ​to favorites or sending a message, will be saved in LionDesk under **Contact Activity Timeline** ​-> **Website Activity**+If you have any questions ​on how this works or are getting stuck connecting ​the systems togetherplease don't hesitate ​to reach out to us in support at (844) 311-4969 ex.2 or https://​www.realgeeks.com/​support
  
-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.+===== Connect Real Geeks with LionDesk ​=====
  
-===== How to integrate with LionDesk ​=====+We first need permission from LionDesk. Follow [[liondesk#​Find your API key|these instructions]] for obtaining your LionDesk API key, we will add this key to your Real Geeks site.
  
-   To enable this integration first visit http://​leadrouter.realgeeks.com/​+Once you have your API key from LionDesk: 
 + 
 +   Visit http://​leadrouter.realgeeks.com/​
    - Click **Configure Destinations** and then click on your site.    - Click **Configure Destinations** and then click on your site.
    - LionDesk is available as one of our destinations. Click **Connect** under the LionDesk destination box.    - LionDesk is available as one of our destinations. Click **Connect** under the LionDesk destination box.
-   ​- ​It will ask for your API Key, which is available in your LionDesk ​account under **Settings** -> **3rd Party Integrations**. See how to find my API Key below.+   ​- ​Enter your LionDesk API key.
    - Make sure Active is checked then click Save.    - Make sure Active is checked then click Save.
  
 Now your website is connected to LionDesk. Now your website is connected to LionDesk.
  
-===== Find your API key ===== 
  
-  - Go to https://​www.liondesk.com +===== Using Real Geeks with LionDesk ​ =====
-  - Click **Settings** +
-  - Click **3rd Party Integrations** +
-  - Locate the **Real Geeks** integration under **3rd Party API Keys** +
-  - Click **Enable** +
-  - Copy the key generated+
  
-{{ ::​liondesk1.png |}} +==== Add existing Real Geeks leads to LionDesk ====
-{{ ::​liondesk2.png |}}+
  
-===== Import ​existing leads into LionDesk ​=====+New leads will be included in LionDesk automatically. ​ To add your database of existing leads in the Lead Manager, these instructions will show you how to do a one-time export of leads from the Lead Manager and a bulk import of this list of leads to LionDesk.
  
 Follow our instructions on how to [[http://​docs.realgeeks.com/​export_leads|export leads from your Lead Manager]]. Follow our instructions on how to [[http://​docs.realgeeks.com/​export_leads|export leads from your Lead Manager]].
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 LionDesk has instructions on how to [[https://​liondesk.zendesk.com/​hc/​en-us/​articles/​205010328-How-to-Import-Contacts|import contacts]] LionDesk has instructions on how to [[https://​liondesk.zendesk.com/​hc/​en-us/​articles/​205010328-How-to-Import-Contacts|import contacts]]
  
-===== Using Real Geeks to round robin leads in LionDesk ​=====+==== 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: ​+You can use either Real Geeks or LionDesk to round robin your leads. ​Currently the API does not support the tracking lead activity if you round robin using Real Geeks, rather than LionDesk. If you want your lead activity to track, please use round robin through LionDesk. Instructions on how to do this is listed here [[https://​liondesk.zendesk.com/​hc/​en-us/​articles/​217038948-Lead-Distribution-Type-Round-Robin|LionDesk Evaluation]] 
 + 
 +This is how you set up Real Geeks round robin for LionDesk: ​
  
 **First:** Set your lead assignment to Round Robin in the Lead Manager. ​ **First:** Set your lead assignment to Round Robin in the Lead Manager. ​
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 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 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:+The site owner will then need to create a new destination for **each agent** in the Lead Router using the LionDesk ​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// +**API Key:** //The agent'​s unique LionDesk API key//
- +
-**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// **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**//​ **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.  Make sure to also checkmark the **Active** box. 
  
  
 +===== Setup Prerequisites =====
 +
 +==== Find your API key ====
 +
 +  - Go to https://​www.liondesk.com
 +  - Click **Settings**
 +  - Click **3rd Party Integrations**
 +  - Locate the **Real Geeks** integration under **3rd Party API Keys**
 +  - Click **Enable**
 +  - Copy the key generated
 +
 +{{ ::​liondesk1.png |}}
 +{{ ::​liondesk2.png |}}
liondesk.1492705785.txt.gz · Last modified: 2017/04/20 16:29 by kat