Real Geeks And Google Contacts Integration

Google Contacts to Real Geeks Features

Written by Amanda | Sep 29, 2022 3:47:15 PM

 

*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.*

Check out this Demo video for the Real Geeks and Google Contacts integrations!

Features:

 

  • 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.

  • An Email address is REQUIRED for the lead to pass through the integration.


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.




 

 

Setup: Google Contacts to Real Geeks Integration

 

Setup: Real Geeks to Google Contacts Integration