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Real Geeks Website / CRM Integration
Real Geeks Website / CRM Integration

Learn How to Respond to Real Geeks Website Leads with Text Messages Automation from CallAction.co

Updated over a week ago

Do You Use a Real Geeks Website to Generate Real Estate Leads?

Use our simple Real Geeks support docs to help you setup an integration with CallAction. This integration allows you to use the Real Geeks drip campaigns while also using CallAction to engage and nurture your leads using both SMS text and video MMS text message automation.  

We also have a full Real Geeks API integration to push leads into your Real Geeks account. 

Get Your CallAction Email Address

The first step is to get your dedicated CallAction email address associated with the CallAction phone number you will use to send out text notifications to your Real Geeks leads.

  1. Login to CallAction

  2. Click on "Phone Numbers" in top navigation

  3. Select the CallAction phone number you want to use to text

  4. Click on "Manage"

  5. Click on "Email Settings"

  6. Copy your CallAction Email address 

  7. Select the empty text box under the "Automated Text Message"

  8. Write a custom text message to be sent to your Real Geeks website leads
    Note: Text message should reference your Real Geeks website domain name. End your text message with a question like "What is best time to call you?" to get maximum engagement. You can also include emojis 😃

  9. Click "Save" green button at bottom

Next, you will go to your Real Geeks website settings.

Setup Real Geeks Email Lead Integrations

  1. Go to your Real Geeks Login  ( leads.realgeeks.com )

  2. Click on the "Settings" tab

  3. Click on the first "General" on the bottom tab

  4. Paste your CallAction email address into the "Alternate Emails" field

  5. Save Changes

  6. Click on the "Notifications" tab
    Note: If you are not able to see the “Your notification settings” table under the “Notifications” section, you will need to ask an Admin or the Site Owner to make the change for you.

  7. Select ONLY the "New Leads" in the Alternate Email column
    Note: Selecting all "Alternate" notifications will send every Real Geeks email notification to CallAction which is not recommended as we only parse the "New Leads" emails.

  8. Save changes

You are done. Now all your Real Geeks website leads will be automatically and instantly engaged using text message automation.

You can also use CallAction CRM integrations to instantly sync your Real Geeks leads into other real estate CRMS like FollowUp Boss, Top Producer, Commissions Inc / CINC and others.

Return to our online support or go directly to CallAction

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