liondesk
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liondesk [2017/04/20 17:36] brian [Connect Real Geeks with 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 ====== | ||
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| Lead activity (searches performed, searches saved, favorite properties added, messages sent, etc.) are available in LionDesk under **Contact Activity Timeline** -> **Website Activity**. | Lead activity (searches performed, searches saved, favorite properties added, messages sent, etc.) are available in LionDesk under **Contact Activity Timeline** -> **Website Activity**. | ||
| - | 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 808.261.0616 or https://www.realgeeks.com/support | + | 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 |
| ===== Connect Real Geeks with LionDesk ===== | ===== Connect Real Geeks with LionDesk ===== | ||
| - | We first need permission from LionDesk. Follow [[liondesk#internal|these instructions]] for obtaining your LionDesk API key, we will add this key to your Real Geeks site. | + | 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: | Once you have your API key from LionDesk: | ||
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| - | 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. | ||
liondesk.1492709769.txt.gz · Last modified: 2017/04/20 17:36 by brian
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