Google Contacts to Real Geeks Features

Amanda

Note: This integration will send all leads/contacts created on the day of setup (Midnight to Midnight) to the Target CRM automatically. Example: Lead "John Smith" was created in Google Contacts at 6am and the integration was created at 8am. John Smith will automatically be sent to the target CRM.

The only way to create a lead in Real Geeks from Google Contacts is by lead creation.
The Contact Created option must be enabled to send leads through the integration.
An Email address is REQUIRED for the lead to pass through the integration.
Please note: There is a delay when going from Google Contacts to Real Geeks. This delay can take up to 10 minutes to process.

Field Mapping and Required Fields

The following fields map over into Real Geeks from the lead information in Google Contacts:

Mapped Fields

First Name *

Last Name *

Email Address *

Phone Number

Address

Tags/Labels

*Note: The fields containing the * are Required fields*
An email address is required to send the lead into Real Geeks. Without an email address, the lead will not be created in Real Geeks.
Adding a lead in Google Contacts with the same email address as a lead in Real Geeks will replace the lead in Real Geeks with the new Google Contacts lead.
Under the Source Options, there is an option to choose the type of lead when created: Buyer, Seller, or Both:
The integration will send a phone number through the integration ONLY if the phone number is labeled as Mobile or Home.
The Mobile phone number is considered the Primary phone number and will populate the "Phone" field, and the Home number will populate the "Alt Phn" field in Real Geeks.

Agent Assignment

The Buyer and Seller agents in Real Geeks are assigned based on the agent creating the lead in Google Contacts.

Labels/Tags

When adding a label to the lead in Google Contacts, an update to the lead is required for the label to go through the integration.
Under the Target options on the integration, there is an option to add a "Conversation Tag". This option will allow you to automatically add a tag to the lead during creation in Real Geeks.