Create Realvolve contacts from new Real Geeks leads

First, we need to connect Real Geeks and Realvolve to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Real Geeks to Zapier.

  Give Zapier access to your Real Geeks account, using Real Geeks credentials.

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  Connect Realvolve to Zapier.

  Give Zapier access to your Realvolve account, using Realvolve credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Real Geeks

  Choose the following trigger: New Lead (New Lead created on your Real Geeks website.).

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  Then set up an Action for Realvolve

  Choose this action: Create Contact (Creates or updates a contact in your account.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Real Geeks and Realvolve.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create Realvolve contacts from new Real Geeks leads!