The Real Geeks 2 Way Assignment integration syncs information between Follow Up Boss and Real Geeks for a smooth workflow.

There are two key benefits to this integration:

• New leads from your Real Geeks site and their website activity will sync into Follow Up Boss.
• Agent assignments in Real Geeks and FUB will be matched so agents can access their leads in both systems, and Real Geeks' marketing emails will come from the correct agent automatically. 

⚠️Caution: The Pixel should not be installed on your website when using the Real Geeks 2-way integration, as it interferes with lead creation. 

Before Connecting the Real Geeks Integration

• Ensure that agents who receive leads have accounts in Follow Up Boss & Real Geeks using the same login email address. Agent emails are used to match the lead assignments from one system to the other. 
• Confirm you aren't using ponds in Real Geeks First To Claim pond. Real Geeks First To Claim pond is currently not supported by this integration. Leads assigned to the pond in Real Geeks will come into Follow Up Boss without an agent assignment and be distributed based on the lead flow settings.
• Optional: Consider not using ponds in Follow Up Boss. If a lead is assigned to a pond in Follow Up Boss, the lead's assignment will not be updated in Real Geeks until another agent claims the lead from the pond. 

Connect the Real Geeks Integration

Note: The API integration must be completed by the owner of the account. Only Real Geeks leads are synced with the API integration.

1. Go to Admin > Integrations > Real Geeks
2. Select Connect Real Geeks
3. In Real Geeks, select the Website to connect to Follow Up Boss.
   
   Note: Currently, one Real Geeks site can be connected through this integration. If you have additional sites, use the Real Geeks 1 Way Assignment to connect your other websites.
4. On the site Integration Settings page, scroll down to the Follow Up Boss integration, and click Connect.
   
   
5. Copy the Account ID from the Follow Up Boss Integrations page and Paste it in the Account ID field in Real Geeks.
6. Save the changes to complete the integration! A green checkmark will appear on the Real Geeks integration card in Follow Up Boss to signal a successful connection. 
   

If you are new to Follow Up Boss and have been using Real Geeks already, export your existing contacts from Real Geeks and import them to Follow Up Boss using these steps:

1. Go to the Leads page in Real Geeks.
2. Select all leads using the checkboxes on the right-hand side of the page.
3. Click Export in the upper-right and choose CSV.
4. In Follow Up Boss, go to Admin > Import and import the CSV to add all leads. (More information on importing can be found here.)

Going forward, new leads, lead activity on your website, and agent reassignments will be synced automatically. 🎉

Lead Assignment & Action Plans

Decide whether you want Follow Up Boss or Real Geeks to assign new leads.

We recommend that teams use Follow Up Boss' Lead Flow rules because you can manage all your lead distribution rules in one place. Exception: If you use Real Geeks' weighted round-robin groups, you can continue using Real Geeks' distribution rules. Follow Up Boss will match their assignment.

1. In Follow Up Boss, go to Admin > Lead Flow, create your lead Distribution Rules, and choose which Action Plan to start on new leads from Real Geeks. More information on lead distribution rules can be found here.
2. Go to Real Geeks > CRM > Settings > Customize > Sources and confirm all sources say N/A. If they don't, click Edit next to each source and choose None.
   When an existing lead is active on your site again and Real Geeks' rules are set to N/A, the lead will stay assigned to the same agent. Conversely, if you have rules in Real Geeks, existing leads that are active again will be reassigned in Follow Up Boss based on the rule in Real Geeks.)