altos_research
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altos_research [2019/09/27 22:27] corey created |
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| * **Import**: This feature creates Contacts in Altos Research using Leads' information in Real Geeks. Please note that this feature will not function properly until a CRM connection is finalized. | * **Import**: This feature creates Contacts in Altos Research using Leads' information in Real Geeks. Please note that this feature will not function properly until a CRM connection is finalized. | ||
| - | ==== CRM Selection ==== | + | ===== CRM Selection ===== |
| {{ :altos:2_selectcrm.png?300|}} | {{ :altos:2_selectcrm.png?300|}} | ||
| To retrieve the Real Geeks Site UUID, click on the [[https://leadrouter.realgeeks.com/dev/altos-research/grant|Real Geeks website]] link. This will display a list of the CRM(s) your Real Geeks account is authorized to connect (pictured to the right). Toggle the switch to the left of the CRM you would like to integrate, then click "Save" to allow Altos Research to connect with the selected CRM(s). | To retrieve the Real Geeks Site UUID, click on the [[https://leadrouter.realgeeks.com/dev/altos-research/grant|Real Geeks website]] link. This will display a list of the CRM(s) your Real Geeks account is authorized to connect (pictured to the right). Toggle the switch to the left of the CRM you would like to integrate, then click "Save" to allow Altos Research to connect with the selected CRM(s). | ||
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| After this step is completed, the **Inbound Connection** to Real Geeks is created, allowing Real Geeks to receive new Leads and updates to existing Leads from Altos Research (adjustable in Integration Settings). To send new Leads and updates to existing Leads to Altos Research, we will need to continue to the [[altos_research#outgoing_connection|Outgoing Connection]] step, below Integration Settings. | After this step is completed, the **Inbound Connection** to Real Geeks is created, allowing Real Geeks to receive new Leads and updates to existing Leads from Altos Research (adjustable in Integration Settings). To send new Leads and updates to existing Leads to Altos Research, we will need to continue to the [[altos_research#outgoing_connection|Outgoing Connection]] step, below Integration Settings. | ||
| - | ==== Integration Settings ==== | + | ===== Integration Settings ===== |
| Near the bottom of the [[https://altos.re/admin/integrations/realgeeks|Real Geeks Integration page]], there are a number of settings which can be adjusted to alter the behavior of the Altos Research connection. (If these Settings are not visible, they may be collapsed by clicking on the arrow next to the word "Settings" or your CRM connection may not yet be confirmed.) | Near the bottom of the [[https://altos.re/admin/integrations/realgeeks|Real Geeks Integration page]], there are a number of settings which can be adjusted to alter the behavior of the Altos Research connection. (If these Settings are not visible, they may be collapsed by clicking on the arrow next to the word "Settings" or your CRM connection may not yet be confirmed.) | ||
| {{:altos:4_settings.png?1000|}} | {{:altos:4_settings.png?1000|}} | ||
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| * **Real Geeks to Altos Research**: Displays whether or not new Leads and updated Leads are being sent to Altos Research from Real Geeks. This setting is not customizable from this screen but can be adjusted by clicking on the "Real Geeks website" link. (More details below) | * **Real Geeks to Altos Research**: Displays whether or not new Leads and updated Leads are being sent to Altos Research from Real Geeks. This setting is not customizable from this screen but can be adjusted by clicking on the "Real Geeks website" link. (More details below) | ||
| - | ==== Outgoing Connection ==== | + | ===== Outgoing Connection ===== |
| Clicking on the "Real Geeks website" link in the previous step ([[altos_research#integration_settings |Integration Settings]]) will bring you to your CRM's Outgoing Third Party Integrations. If this link does not work properly, you may need to confirm the **Real Geeks Site UUID** added in the previous [[altos_research#crm_selection|CRM Selection]] step. | Clicking on the "Real Geeks website" link in the previous step ([[altos_research#integration_settings |Integration Settings]]) will bring you to your CRM's Outgoing Third Party Integrations. If this link does not work properly, you may need to confirm the **Real Geeks Site UUID** added in the previous [[altos_research#crm_selection|CRM Selection]] step. | ||
altos_research.txt ยท Last modified: 2019/09/27 22:32 by corey
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