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Realvolve

Real Geeks integrates with Realvolve. Every lead added to Real Geeks will be automatically sent over to Realvolve.

New leads and updates to existing leads are sent. Note activities will create notes in Realvolve.

Changes made in Realvolve do not propagate to Real Geeks. This integration is one way from Real Geeks to Realvolve.

Which fields are sent to Realvolve

The table below shows which lead fields from Real Geeks are sent to create a contact in Realvolve

Real Geeks Realvolve
First Name First Name
Last Name Last Name
Email Home Email
Phone Home Phone
Important Notes Notes & Correspondence under “Radar”
Activity of type Note Notes & Correspondence under “Radar”

How to connect

Realvolve is configured as a custom Destination for your site. You can configure in the Lead Router:

  1. Click “Configure destinations”
  2. Click on your website
  3. Locate “Realvolve” and click “Connect”
  4. Paste your “Utility API Key” (see How to find my Utility API Key below)
  5. Click save

You can choose to select a User – an Agent or Lender. If you do so only leads assigned to that user are sent to Realvolve. Note that you can connect to Realvolve multiple times, each with a different user.

Only leads created after you connected will be sent to Realvolve. If you want to import all your existing leads into Realvolve see Import existing leads below.

How to find my Utility API Key

In Realvolve click Settings on the top right corner of your dashboard

Then click on Integrations

Your Utility API Key will be on the bottom of the page

Import existing leads into Realvolve

Only leads created after you connected to Realvolve will be sent in real time. If you want to import all your existing leads, first you need to export from Real Geeks then import into Realvolve.

Follow our steps to export a CSV file from your Lead Manager

Then follow Realvolve instructions on how to import contacts from a CSV file:

http://help.realvolve.com/hc/en-us/articles/202724599-How-to-Import-Contacts-from-a-CSV-File

realvolve.txt · Last modified: 2017/07/21 00:13 by igor