Real Geeks allows you to send leads directly to your Velocify CRM, making it easier to manage and follow up with potential clients. By integrating Velocify, you can automate lead distribution and ensure all incoming leads are captured in your system.
How to Connect Velocify to Real Geeks
- Go to the CRM Lead Router Tool
- Click Configure Destinations
- Under Velocify, click Connect
- Enter the prompted details:
- If using Movement Mortgage enter the following details:
- State - Identify where your team operates from
- Campaign ID - Enter the ID of the Campaign being run in Velocify
- User - Choose the agent whose leads will be sent to Velocify
- Lead Assignment protocol - Should leads wait to be assigned before sending to this destination?
- No, don't wait
- Yes, wait for assignment
- Yes, but only wait if assignment is automatic, don't wait for manual assignment
- Active - Toggle the Active menu to enable the integration
- For Other Clients
- Client ID - Enter the ID as provided by Velocify
- Campaign ID - Enter the ID of the Campaign being run in Velocify
- User - Choose the agent whose leads will be sent to Velocify
- Lead Assignment protocol - Should leads wait to be assigned before sending to this destination?
- No, don't wait
- Yes, wait for assignment
- Yes, but only wait if assignment is automatic, don't wait for manual assignment
- Active - Toggle the Active menu to enable the integration
- If using Movement Mortgage enter the following details:
- Click Save
Data that is Sent to Velocify
- First Name
- Last Name
- Phone Number
This integration helps streamline your lead management, ensuring all your Real Geeks leads are automatically added to Velocify or Movement Mortgage for efficient tracking and follow-up.