riley
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision | |||
|
riley [2017/08/30 21:43] igor |
riley [2018/03/20 19:36] (current) igor |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| + | <html> | ||
| + | <style>p img { box-shadow: 0 0px 20px #888888; }</style> | ||
| + | </html> | ||
| + | ====== Riley integration ====== | ||
| + | <html> | ||
| + | |||
| + | Riley is currently working on a new version of the integration. For details please contact <a href="mailto:support@getrileynow.com">support@getrileynow.com</a>. | ||
| + | |||
| + | <!-- | ||
| + | |||
| + | Real Geeks can send leads to [[https://getrileynow.com|Riley]] and receive activity with the conversation Riley had with your lead. | ||
| + | |||
| + | ===== How to connect ===== | ||
| + | |||
| + | First go to your Riley account and click **Integrations** | ||
| + | |||
| + | {{:riley1.png|}} | ||
| + | |||
| + | Locate the Real Geeks integration and click **Get UUID** | ||
| + | |||
| + | {{:riley2.png|}} | ||
| + | |||
| + | You will be redirected to a page in Real Geeks asking you to grant permission to Riley can send leads to your site. If you have more than one site they will all be visible here | ||
| + | |||
| + | {{:riley3.png|}} | ||
| + | |||
| + | Enable your site to grant permissions | ||
| + | |||
| + | {{:riley4.png|}} | ||
| + | |||
| + | and click **Save** | ||
| + | |||
| + | {{:riley5.png|}} | ||
| + | |||
| + | Now you can see the Site UUID of your site. Copy that value and go back to Riley. Paste the value of your Site UUID into Riley, as show below: | ||
| + | |||
| + | {{:riley6.png|}} | ||
| + | |||
| + | and click **Save** | ||
| + | |||
| + | Make sure you also toggle the switch to forward new leads from Riley to Real Geeks | ||
| + | |||
| + | {{:riley7.png|}} | ||
| + | |||
| + | You're almost done. Riley is now able to send new leads and activities with the conversation history to Real Geeks. The next step is to make Real Geeks send leads to Riley. | ||
| + | |||
| + | Visit http://leadrouter.realgeeks.com/ | ||
| + | |||
| + | Click **Configure Destinations** | ||
| + | |||
| + | Click in your Site | ||
| + | |||
| + | Locate Riley and click **Connect**. You will see the form below: | ||
| + | |||
| + | {{:riley8.png|}} | ||
| + | |||
| + | As Riley Account ID enter your email address. | ||
| + | |||
| + | You also have the option to bind this connection to a specific user, meaning only leads assigned to that user will be sent to Riley. | ||
| + | |||
| + | Make sure **Active** checkbox is checked and click **Save** | ||
| + | |||
| + | Now your Riley and Real Geeks integration is complete. | ||
| + | |||
| + | ===== How to disconnect ===== | ||
| + | |||
| + | If you cancel your Riley account you need to stop sending leads to Riley. This is very easy to do: | ||
| + | |||
| + | - Visit https://leadrouter.realgeeks.com | ||
| + | - Click **Configure destinations** | ||
| + | - Click on your site | ||
| + | - If you see **Riley** as one of the active destinations, click delete | ||
| + | |||
| + | --> | ||
| + | </html> | ||
riley.txt ยท Last modified: 2018/03/20 19:36 by igor
Page Tools
