Differences

This shows you the differences between two versions of the page.

--- liondesk [2017/04/20 17:14]
brian [How to integrate with LionDesk]
+++ liondesk [2020/05/28 21:04] (current)
michaels
@@ Line 1: / Line 1: @@
+#redirect https://support.realgeeks.com/hc/en-us/articles/360043208574
 ====== LionDesk integration ======
@@ Line 8: / Line 9: @@
 Lead activity (searches performed, searches saved, favorite properties added, messages sent, etc.) are available in LionDesk under **Contact Activity Timeline** -> **Website Activity**.
-===== How To =====
+If you have any questions on how this works or are getting stuck connecting the systems together, please don't hesitate to reach out to us in support at (844) 311-4969 ex.2 or https://www.realgeeks.com/support
-We first need permission from LionDesk. Follow these instructions for obtaining your LionDesk API key, we will add this key to your Real Geeks site.
+===== Connect Real Geeks 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.
 Once you have your API key from LionDesk:
@@ Line 22: / Line 25: @@
 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]].
@@ Line 40: / Line 36: @@
 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.
@@ Line 59: / Line 57: @@
 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//
 **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.
+===== 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 |}}

Real Geeks Docs

User Tools

Site Tools

Differences

Page Tools