Real Geeks
Realvolve
zapier

An automated workflow using zapier

Connects Real Geeks + Realvolve

Create Realvolve contacts from new Real Geeks leads

About this workflow template

This automation scenario allows you to connect Real Geeks and Realvolve

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Diagram

Create Realvolve contacts from new Real Geeks leads
Workflow diagram: Real Geeks + Realvolve integration

How it works?

When this trigger fires in Real Geeks

Real Geeks

New Lead in Real Geeks

New Lead created on your Real Geeks website.

Then this action happens in Realvolve

Realvolve

Create Contact in Realvolve

Creates or updates a contact in your account.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Realvolve contacts from new Real Geeks leads.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Real Geeks to Zapier.

    Connect Real Geeks to Zapier.

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

  • Connect Realvolve to Zapier.

    Connect Realvolve to Zapier.

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

Part II

Build an integration workflow

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

  • Set up a Trigger action for Real Geeks

    Set up a Trigger action for Real Geeks

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

  • Then set up an Action for Realvolve

    Then set up an Action for Realvolve

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

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

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

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Realvolve

    New contact

    Triggers when a new contact is created.

    zapier
    triggerbyzapier
  • Realvolve

    Share contact source

    List of sources for the contact.

    zapier
    triggerbyzapier
  • Realvolve

    Share users

    Fetch all users for the account.

    zapier
    triggerbyzapier
  • Realvolve

    Share workflows

    Fetch contact workflows for the account.

    zapier
    triggerbyzapier
  • Realvolve

    Create contact

    Creates or updates a contact in your account.

    zapier
    actionbyzapier
  • Real Geeks

    Create lead

    Create a new Lead.

    zapier
    actionbyzapier
  • Real Geeks

    Create a lead

    Create a lead

    integrately
    actionbyintegrately
  • Real Geeks

    New lead

    New Lead created on your Real Geeks website.

    zapier
    triggerbyzapier
  • Real Geeks

    Agents

    List all Agents on your Site.

    zapier
    triggerbyzapier
  • Real Geeks

    Sites

    List of all Real Geeks sites.

    zapier
    triggerbyzapier
  • Real Geeks

    New activity

    New activity.

    zapier
    triggerbyzapier

Apps you need

Zapier

Zapier

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