Connect Velocify to Your Real Geeks CRM

Integrating Velocify with Real Geeks allows you to automatically send new leads into your CRM for immediate action. This helps you stay organized, respond faster, and ensure no opportunities slip through the cracks.

Table of Contents

• What This Integration Does

• How to Connect Velocify

• Configuration Settings Explained

• Data Sent to Velocify

• Frequently Asked Questions

• Need Help?

What This Integration Does

Once connected, every new lead captured on your Real Geeks website is automatically sent to Velocify. This allows you to:

• Centralize your lead management in Velocify

• Automate lead distribution workflows

• Respond to new leads faster

• Keep your follow-up process consistent and organized

This is especially helpful for teams or lenders using Velocify as their primary CRM.

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How to Connect Velocify

Follow these steps to connect Velocify to your Real Geeks account:

1. Visit https://leadrouter.realgeeks.com/

2. Click Configure Destinations

3. Select your website

4. Locate Velocify and click Connect

5. Enter your Velocify credentials (see section below)

6. Toggle Active to enable the integration

7. Click Save

Once saved, new leads will begin sending to Velocify based on your selected settings.

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Configuration Settings Explained

For Movement Mortgage Users

• State: Enter the state where your team operates

• Campaign ID: Enter the Velocify campaign ID

• User: Select the agent whose leads will be sent

• Lead Assignment Protocol: Choose when leads should be sent

  • No, don’t wait

  • Yes, wait for assignment

  • Yes, but only wait if assignment is automatic

• Active: Enable or disable the integration

For Other Velocify Clients

• Client ID: Enter the ID provided by Velocify

• Campaign ID: Enter the Velocify campaign ID

• User: Select the agent whose leads will be sent

• Lead Assignment Protocol: Choose when leads should be sent

  • No, don’t wait

  • Yes, wait for assignment

  • Yes, but only wait if assignment is automatic

• Active: Enable or disable the integration

Choosing the right assignment protocol helps ensure leads are routed at the right time based on your workflow.

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Data Sent to Velocify

The following lead information is sent from Real Geeks to Velocify:

• First Name

• Last Name

• Email Address

• Phone Number

This ensures your team has the essential contact details needed to begin follow-up immediately.

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Frequently Asked Questions

• Do leads send instantly to Velocify?
  Yes, leads are sent in real-time once the integration is active, unless your assignment settings delay delivery.

• Can I send leads for only specific agents?
  Yes, you can select a specific user so only their assigned leads are sent.

• What happens if I don’t enter the correct credentials?
  Leads will not be delivered successfully, so it’s important to confirm your Client ID or Campaign ID with Velocify.

• Can I turn the integration off later?
  Yes, you can toggle the integration off at any time in the Lead Router.

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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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