Connect Big Purple Dot to Your Real Geeks CRM

Connecting Big Purple Dot with Real Geeks allows you to automatically send new leads into your external CRM for additional follow-up and organization. This helps ensure no lead slips through the cracks and keeps your systems working together to support your business growth.

Table of Contents

• How the Integration Works

• Data Sent to Big Purple Dot

• How to Connect Big Purple Dot

• Optional Settings

• Frequently Asked Questions

• Need Help?

How the Integration Works

Once connected, every new lead captured in your Real Geeks CRM is automatically sent to Big Purple Dot. This allows you to maintain consistent follow-up and keep your lead management centralized.

Only leads created after the integration is active will be sent.

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Data Sent to Big Purple Dot

The following lead information is sent from Real Geeks:

• First Name

• Last Name

• Email Address

• Phone Number

• Source (prefixed with “Real Geeks - ”)

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How to Connect Big Purple Dot

First, access your API Information within Big Purple Dot by navigating to Settings > CRM > API Information. 

Now log in to Real Geeks:

1. Visit https://leadrouter.realgeeks.com/
2. Click Configure Destinations
   
   
   
3. Locate Big Purple Dot and click Connect
4. In the field API Username and Secret enter your API Username and API Secret separated by a colon, without spaces. Example: myuser:mysecret
5. Click save

Make sure there are no spaces when entering your credentials.

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Optional Settings

You can customize how leads are sent to Big Purple Dot:

• Assign to a specific user (agent or lender)

• Only leads assigned to that user will be sent

• Create multiple connections with different user filters if needed

This gives you flexibility in how leads are distributed and managed across your team.

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Frequently Asked Questions

• Will existing leads be sent to Big Purple Dot?
  Only leads created after the integration is set up will be sent.

• What happens if a lead doesn’t have a name?
  Leads without a first name will not be sent to Big Purple Dot.

• Can I send leads for only one agent?
  Yes, you can assign the connection to a specific user so only their leads are sent.

• Can I create multiple connections?
  Yes, you can connect multiple times with different user settings

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Need Help?

• Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
• Email support@realgeeks.com
• View our Live Events page for free coaching and training.
• Join the Real Geeks Mastermind Group on Facebook for peer tips and best practices

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