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Connect Another CRM with Real Geeks

Whether you’re switching to Real Geeks or already using another CRM, you can connect the two so leads move automatically between systems.

When a new lead registers on your Real Geeks website, you can send it to your outside CRM—or bring leads from your old system into Real Geeks for follow-up and automation.


Table of Contents

This article includes the following sections:


Why You Might Connect Another CRM

Connecting Real Geeks with another CRM helps your systems work together instead of separately.

You might want to connect your CRM if:

  • You already use another CRM for long-term nurturing or advanced reporting
  • Your team manages leads in multiple systems
  • You’re transitioning to Real Geeks and still managing contacts in your old CRM

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Supported CRMs

Real Geeks connects with several popular CRMs used by agents and teams. Setup only takes a few minutes for each.


Follow Up Boss

Send Real Geeks leads directly into Follow Up Boss for fast routing and communication tracking.

Setup Overview:

  1. Go to leads.realgeeks.com/settings/third_party_integration
  2. Next to Follow Up Boss, click Setup
  3. Follow the on-screen steps to complete setup
  4. Review your connection with a sample lead

🔗 Follow Up Boss Setup Guide

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LionDesk

Manage communication, video messaging, and task tracking all in one place.

Setup Overview:

Once you have your API key from LionDesk:

  1. Visit leadrouter.realgeeks.com.

  2. Click Configure Destinations, then select your site.

  3. Under LionDesk, click Connect.

  4. Paste your LionDesk API key.

  5. Make sure Active is checked, then click Save.


🔗 Learn how to fully integrate with Liondesk

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Realvolve

Powerful workflows and relationship-based automation.

Setup Overview:

Step 1: Find Your Utility API Key in Realvolve

  1. Log in to your Realvolve dashboard.

  2. Click Settings (upper right corner).

  3. Go to Integrations.

  4. Scroll down to find your Utility API Key and copy it.

Step 2: Connect Realvolve to Real Geeks

  1. Go to leadrouter.realgeeks.com.

  2. Click Configure Destinations and select your website.

  3. Find Realvolve in the list and click Connect.

  4. Paste your Utility API Key in the field provided.

  5. Click Save.


🔗 Realvolve Setup Guide

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Wise Agent

Combine contact management, marketing automation, and transaction tracking.

Setup Overview:

Step 1: Find Your Wise Agent API Key

  1. Log in to your Wise Agent account.

  2. Click your name in the upper right corner and select Integrations Menu.

  3. Under the Integrations tab, find Wise Agent Integrations and copy your API Key.


Step 2: Connect Real Geeks to Wise Agent

  1. Go to leadrouter.realgeeks.com.

  2. Click Configure Destinations and select your website.

  3. Locate Wise Agent in the list and click Connect.

  4. Paste your API Key in the provided field.

  5. Make sure Active is checked, then click Save.

✅ Your Real Geeks site is now connected to Wise Agent.

Step 3: (Optional) Import Existing Leads
If you want to move your current Real Geeks leads into Wise Agent:

  1. Go to your Leads List in Real Geeks.

  2. Select All Leads (remove any filters).

  3. Click Export → CSV → Next → Export Leads.

  4. The export will be emailed to your Primary Email listed in your Lead Profile.


🔗 Wise Agent Setup Guide

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Top Producer

Keep your pipeline and communication organized.

Setup Overview:

Top Producer Steps

  1. Go to your Top Producer account, then click Settings
  2. Click Lead Provider

  3. Click Copy to copy your @myleads.io email address.

    tpxmyleads2-webp

Real Geeks Steps

  1. Go to the Real Geeks CRM Notifications page
  2. Paste your @myleads.io email address into the Alternate Emails  field
  3. Under My Notification Preferences, click Custom
  4. Check the New Leads box under the Alternate Email ( ) column



🔗 Top Producer Setup Guide

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Big Purple Dot

Ideal for teams focused on speed-to-lead and lender collaboration.

Setup Overview:

  1. Get your credentials:

    • Contact Big Purple Dot and ask for your api_user and api_secret.

  2. Go to leadrouter.realgeeks.com

    • Click Configure Destinations

    • Select your website

    • Find Big Purple Dot and click Connect

    • In the API User and Secret field, enter your credentials in this format:
      api_user:api_secret (no spaces)
      Example: myuser:mysecret

    • Click Save

🔗 Big Purple Dot Setup Guide

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Velocify

Built for high-volume lead routing and lending pipelines.

Setup Overview:

  1. Visit your integrations page
  2. Click Setup next to Velocify
  3. Under Velocify, click Connect

  4. Enter the prompted details:

🔗 Velocify Setup Guide

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Custom Connections (Zapier & API Nation)

If your CRM isn’t listed above, you can still connect it using Zapier or API Nation—no coding needed.

Use these tools to:

  • Send new Real Geeks leads to Google Sheets
  • Add new contacts to your email marketing system
  • Sync Real Geeks with CRMs like HubSpot, Salesforce, or Pipedrive

🔗 Learn more: Custom Connections with Zapier

🔗 Learn more: Custom Connections with API Nation

💡 Pro Tip

Always use Zapier’s Test Trigger to verify your automation before you publish it.

 

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FAQs

Can I connect more than one CRM?
 Yes. You can have multiple connections active at once. Each one is managed separately.

Do past leads sync automatically?
 No. Only new leads created after connecting will sync. You can export old leads manually.

Do I need admin access?
 Not always. Some CRMs require team-wide setup, so check with your admin first.

Can I disconnect later?
 Yes. You can remove or replace a CRM anytime in your Real Geeks settings.

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Need More Help?

📞 Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
📧 Email support@realgeeks.com
 🎓 Visit learn.realgeeks.com
 💬 Join the Real Geeks Mastermind Facebook group

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