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realvolve [2017/07/21 00:05]
allie [Which fields are sent to Realvolve]
realvolve [2017/07/21 00:13] (current)
igor
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 +<​html>​
 +<​style>​p img { box-shadow:​0px 0px 20px }</​style>​
 +</​html>​
 +====== Realvolve ======
  
 +Real Geeks integrates with [[http://​realvolve.com/​|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:
 +
 +  - Visit https://​leadrouter.realgeeks.com/​
 +  - Click "​Configure destinations"​
 +  - Click on your website
 +  - Locate "​Realvolve"​ and click "​Connect"​
 +  - Paste your "​Utility API Key" (see **How to find my Utility API Key** below)
 +  - 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
 +
 +{{:​realvolve1.png|}}
 +
 +Then click on Integrations
 +
 +{{:​realvolve2.png|}}
 +
 +
 +Your Utility API Key will be on the bottom of the page
 +
 +{{:​realvolve3.png|}}
 +
 +===== 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_leads|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
 +
 +<​html><​iframe width="​560"​ height="​315"​ src="​https://​www.youtube.com/​embed/​QYRoCi1io5U?​rel=0"​ frameborder="​0"​ allowfullscreen></​iframe></​html>​
realvolve.txt · Last modified: 2017/07/21 00:13 by igor