Goal

Engage and convert leads generated by your Real Geeks website. This integration helps your team close more deals without increasing your marketing budget.

Popular Ways to Use the Integration 

Powerful Lead Routing Tools

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  • Distribute high-dollar leads to your top agents.
  • Connect faster by matching new leads with active agents using “Shark Tank” style, First to Claim lead routing.
  • Keep established lead assignment from Real Geeks in Follow Up Boss.

Better Lead Engagement with Next-Level Insight

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  • Instantly text and email new leads using Action Plans.
  • Know when leads return to your website or save a property at a glance.
  • Rapidly send strategic messaging to leads at the right time.
  • Connect with leads while they’re red hot and recently visited your website! Call through those prospects at lightening speed using automatic Call Lists.
  • Direct connection with your Real Geeks backend:

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All Leads in One Simple System

  • Centrally manage leads from Real Geeks and other providers in one system.
  • Accurately track deals and commissions from all multiple sources for a complete pipeline.
  • Track tasks and appointments with all contacts and utilize our native Google Calendar sync.
  • Leverage Follow Up Boss’ integrations with 200+ platforms.

Communication Made Easy

  • Never miss a beat. See all email, text, and conversation logs in one place.
  • Have all of your leads in the palm of your hand with our mobile app.
  • Communicate using unlimited call and text features.

How Real Geeks Connects to Follow Up Boss

Available integration types:

API

 (Best full integration) 

Email Parsing

 (Gathers data found in emails only) 

Zapier

 (Third party) 

 


Email Parsing (Recommended): Follow Up Boss uses email parsing to track when someone registers on your website, returns to your website, and when someone saves a property.

Zapier (Optional): Create a new lead in Follow Up Boss when someone registers on your Real Geeks website.

Setup

Connect Real Geeks to Follow Up Boss:

1. Copy your Follow Up Boss lead routing email address from the Admin>API page.

2. Login to your Real Geeks website at https://leads.realgeeks.com.

3. Click the Settings tab, and insert your Follow Up Boss lead routing email address in the "Alternate Emails" field:

4. Scroll down the Settings page to Notifications. In the Alternate column select "New leads," "Seller Leads valuation inquiry," "Incoming text messages from leads," "Leads request a tour."

5. Scroll down the page and click "Save."

6. Do a test registration on your Real Geeks website. You should see that lead automatically created in Follow Up Boss.

User and Agent Assignment

You may want to still assign leads through Real Geeks, so that the property update emails from Real Geeks come from the assigned agent.

To do this, login to the settings screen of each individual agent in Real Geeks and input their Follow Up Boss lead routing email address (according to the same steps above).

Make sure for each lead, only one email is sent to FUB (not one from the agents settings and one from the account owners settings).

Please note that only saved properties, registrations and returns to websites are logged in to Follow Up Boss. Property views, for example, do not sync over.

Import Contacts from Real Geeks

To bring over your existing Real Geeks contacts to Follow Up Boss:

1. Export your Real Geeks contacts to a CSV file: Exporting from Real Geeks 

2. Import the Real Geeks CSV file to Follow Up Boss: Importing to Follow Up Boss 

About Real Geeks

Real Geeks is a real estate sales and marketing platform for solo agents, teams, and brokerages.

Some of the primary solutions offered by this platform are:

  • Custom IDX Website
  • Lead Generation
  • Property Valuation Tool
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