Outgoing API for the Real Geeks CRM

This guide is for Real Geeks clients who want to send their leads to destinations outside of the Lead Manager (CRM).

Real Geeks allows you to automatically publish new leads from your website to external systems as they register. To get started, visit:
http://leadrouter.realgeeks.com

Click Configure Destinations, then select the website you want to route leads from.

You have two options:

• Send leads to a Registered Destination

• Send leads to a Custom API

Send Leads to a Registered Destination

As third-party platforms build integrations with Real Geeks, they are added as Registered Destinations.

To connect a registered destination:

1. Click the destination you want to connect.

2. Fill in the required details.

3. Check the Active box.

4. Click Save.

Once active, new leads will automatically be sent to that system.

Send Leads to a Custom API

If you are building your own API to receive Real Geeks Leads and Activities, select Custom API.

You will need the following:

• Name
  A descriptive name to help you identify this destination later.

• URL
  The API endpoint that will receive all HTTP requests.

• Secret
  A secret key used to sign all HTTP requests. Learn more in our security documentation.

• Partner ID
  Your Real Geeks account identifier. This is included in every request as the partner_id field.

To complete setup:

1. Enter all required fields.

2. Check the Active box.

3. Click Save.

To properly implement a Custom API endpoint, you’ll need to understand the lead data format. See our developer documentation for full technical details.

Active Status

A destination must be marked Active in order to receive leads.

• To temporarily stop sending leads, uncheck Active.

• If you no longer need the connection, you can delete the destination.

The Lead Manager is the only destination that cannot be disabled or deleted.