Real Geeks integration with Realvolve
How to Create Realvolve contacts from new Real Geeks leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Realvolve contacts from new Real Geeks leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Realvolve integrations
Realvolve actions
Nekton can use any feature that is available in Realvolve API.
Using our advanced AI, you can easily create custom automations for Realvolve.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates or updates a contact in your account.
New Contact
Triggers when a new contact is created.
About Realvolve
The real estate CRM that works the way you do. Manage people, listings, transactions and activities with powerful workflows.