Table of Contents
What is Zapier
Zapier is a powerful online automation platform that connects your favorite apps, enabling them to “talk” to each other and work together seamlessly. By creating workflows known as “Zaps,” Zapier automates repetitive tasks, saving you time and reducing manual effort. Each Zap consists of a Trigger—an event that starts the workflow—and an Action—the task performed in response.
Here’s how it works:
- Trigger: A new lead fills out a form on your Real Geeks website
- Action: Their contact information is automatically added to your CRM and sent to your a third-party service
With Zapier, you can eliminate tedious tasks, maintain consistency across your systems, and focus on high-value activities that drive your business forward.
Want to customize how Real Geeks integrates with other third-party services? Explore available integrations or create your own custom workflows here: Real Geeks Integrations on Zapier.
Cost of Zapier
Zapier offers 100 free Zaps (tasks) per month, giving you a cost-effective way to test its capabilities before committing to a paid plan.
How to Integrate with Zapier
Integrating Real Geeks with third-party services through Zapier is simple and highly customizable. Here’s how you can get started:
- Browse the Zapier Integrations List: Visit the Real Geeks Integrations on Zapier page to explore available options. Use the search tool to quickly locate the app or service you’d like to connect, such as email platforms, task managers, or analytics tools.
- Select and Set Up a Zap: After choosing the service to pair with Real Geeks, follow Zapier’s setup process to create a Zap by selecting a Trigger in Real Geeks (e.g., “New lead added”) and an Action in the external app (e.g., “Send a notification via Slack” or “Add lead data to a Google Sheet”).
- Test and Launch: Zapier will guide you through testing your workflow to ensure it operates as intended. After confirming that your Zap works correctly, activate it, and automation begins immediately.
Don't see the service you want?
No problem! Zapier’s versatile Email Parser tool allows you to integrate with virtually any service that supports email-based lead transfers.
The Email Parser works by extracting data from incoming lead emails (such as name, email address, and phone number) and triggering actions in other apps. This means that you can still connect Real Geeks with services that are not directly supported by Zapier.