Real Geeks To Google Contacts Features
Check out this Demo video for the Real Geeks and Google Contacts integrations!
Features:
- Creating a lead in Real Geeks is the only way to create a lead in Google Contacts.
- The lead must be assigned to an agent to go through the integration. Specifically the agent who matches the Google Contacts account where the lead is to be sent.
- The integration will create the lead in Google Contacts due to Agent Assignment if an agent was not chosen during lead creation.
- Under the Source Options> Filters, New Register is the Lead Created Filter.
- The following fields map over into Google Contacts from the lead information in Real Geeks:
Mapped Fields First Name * Last Name * Email Address * Phone Number Address Tags/Labels *Note: The fields containing the * are Required fields*
- When a tag is added in Real Geeks, it will automatically add a label to the existing Contact in Google Contacts.
- If the email address is changed/ updated in Real Geeks, it may cause unexpected results in Google Contacts.
- The initial phone number assigned to the lead under "Phone" will be the phone number shown on the lead in Google Contacts.
Setup: Real Geeks to Google Contacts Integration
Setup: Google Contacts to Real Geeks Integration