third_party_lead_sources
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third_party_lead_sources [2019/07/01 16:09] michaels [Bold Leads] |
third_party_lead_sources [2019/10/31 20:28] corey [Top Producer] Fixed doc link |
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| ===== Zapier ===== | ===== Zapier ===== | ||
| - | Using Zapier you can connect Real Geeks with many other lead generation services and CRMs. To learn more, click [[zapier|here]] | + | Using Zapier you can connect Real Geeks with many other lead generation services and CRMs. To learn more, click [[zapier|here]]. |
| + | |||
| + | ===== PieSync ===== | ||
| + | |||
| + | PieSync is a paid service which can actively synchronize leads in Real Geeks with another platform. To learn more, click [[piesync|here]]. | ||
| ===== Big Purple Dot ===== | ===== Big Purple Dot ===== | ||
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| Click [[https://help.callaction.co/integrations/real-geeks|here]] to learn how to integrate with CallAction. | Click [[https://help.callaction.co/integrations/real-geeks|here]] to learn how to integrate with CallAction. | ||
| - | ===== Zillow and Trulia ===== | ||
| - | Follow [[zillow_trulia|these instructions]] to integrate with Zillow and Trulia | + | ===== Zillow and Trulia ===== |
| + | Follow [[zillow_trulia|these instructions]] to integrate with Zillow and Trulia. | ||
| ===== Realtor.com ===== | ===== Realtor.com ===== | ||
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| First you will be asked to select your website. You can either set this up per agent or one for the team. Then it will show you your Real Geeks Bold Leads Email. You just need to set this email in your Bold Leads account to receive New Lead Notifications. We will monitor and read these emails automatically, and add the new lead to your Lead Manager as they come in. | First you will be asked to select your website. You can either set this up per agent or one for the team. Then it will show you your Real Geeks Bold Leads Email. You just need to set this email in your Bold Leads account to receive New Lead Notifications. We will monitor and read these emails automatically, and add the new lead to your Lead Manager as they come in. | ||
| - | The email address our system provides you with will need to be set within the landing page's settings in Bold Leads as a notification email address. | + | You can add the email to Bold Leads using the instructions for "Instructions to Connect Your CRM via Routing Email" as specified in [[https://boldleads.zendesk.com/hc/en-us/articles/216708086-How-Do-I-Connect-My-Other-CRM-to-Boldleads-|the Bold Leads documentation]]. |
| - | + | ||
| - | You can then add the parsing email to Bold Leads using the instructions for "Instructions to Connect Your CRM via Routing Email" as specified in [[https://boldleads.zendesk.com/hc/en-us/articles/216708086-How-Do-I-Connect-My-Other-CRM-to-Boldleads-|the Bold Leads documentation]]. | + | |
| **In Bold Leads, you will:** | **In Bold Leads, you will:** | ||
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| * Scroll down to the bottom of the page and click Save Changes | * Scroll down to the bottom of the page and click Save Changes | ||
| {{:boldleads_6.png?200|}} | {{:boldleads_6.png?200|}} | ||
| + | |||
| ===== Zapier.com ===== | ===== Zapier.com ===== | ||
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| =====Lion Desk===== | =====Lion Desk===== | ||
| - | |||
| 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 Manager, to LionDesk. | 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 Manager, to LionDesk. | ||
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| To learn more, click [[wiseagent|here]]. | To learn more, click [[wiseagent|here]]. | ||
| + | |||
| ===== Dotloop ===== | ===== Dotloop ===== | ||
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| The Lead Manager can now be configured to send leads to your calling groups in Mojo Dialer. | The Lead Manager can now be configured to send leads to your calling groups in Mojo Dialer. | ||
| - | Follow [[mojo_dialer|these instructions]] to integrate with Mojo Dialer | + | Follow [[mojo_dialer|these instructions]] to integrate with Mojo Dialer. |
| - | + | ||
| - | ===== Riley ===== | + | |
| - | + | ||
| - | Real Geeks can send leads to Riley and receive activity with the conversation Riley had with your lead. | + | |
| - | + | ||
| - | + | ||
| - | To learn how to connect with Riley, click [[riley|here]]. | + | |
| =====Velocify===== | =====Velocify===== | ||
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| Learn more [[velocify|here]]. | Learn more [[velocify|here]]. | ||
| + | |||
| + | =====Altos Research===== | ||
| + | |||
| + | Click [[altos_research|here]] to learn how to integrate with Altos Research. | ||
| =====Top Producer===== | =====Top Producer===== | ||
| - | Click [[lead_manger_top_producer|here]] to learn how to integrate with Top Producer. | + | Click [[lead_manager_top_producer|here]] to learn how to integrate with Top Producer. |
| ===== API ===== | ===== API ===== | ||
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| {{:integration_lead_assignment.png|10000}} | {{:integration_lead_assignment.png|10000}} | ||
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third_party_lead_sources.txt · Last modified: 2020/05/28 20:50 by michaels
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