Setup Instructions:

  • From your Real Synch dashboard, click + Add SynchBot:

  • Select Real Geeks as your Source and Sisu as your Target:

  • Click Instructions on the Real Geeks icon and follow along:

  • Click Connect on the Real Geeks Source and Generate API Key:

  • Login to your Real Geeks Admin account:

  • Click Configure Destinations:

  • Select the Real Geeks website:

  • On the next screen, select Custom API near the bottom of the screen:

  • Use the API Key you copied to your clipboard in Real Synch to paste the value into the Secret and Partner ID fields:

  • Then click Connect > Fill in your Partner ID > Click Verify and Close:

  • Next, click Instructions on the Sisu icon and follow along:

  • Click Connect > Fill in your Team Name and Token > Click Verify and Close:

  • To find the Team Name and Token info in Sisu: Click Admin > Team Settings > API Credentials:

  • Both Source and Target connections should now display as Verified > Click Next and Activate:

Your synch is now active! You can access and update your SynchBot's Source and Target Options by clicking the wrench icon next to the Source and Target on the Real Synch dashboard.


Real Geeks Agent Activity Metrics

Real Geeks Custom Lead Statuses


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