Real Geeks

Last synced 3 weeks ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Real Geeks offers all in one real estate sales marketing solution for the agent or broker that wants to grow their business & close more deals.

Below you'll find detailed information, specifically for Real Geeks integrations:

Supported Real Geeks Integrations

Authorizing Real Geeks

In order to use PieSync, you need to have a registered account with Real Geeks. At this point, you'll need to connect PieSync to Real Geeks so we can fetch the contacts data configuration. Simply click 'Authorize' and grant access to PieSync

If you have previously set up a connection with Real Geeks, you do not need to go through these steps again, unless you need a different Real Geeks account.

[IF] Supported Conditions/Filters

Frequently Used:

  • has Tag…
  • Agent…
  • Lender…
  • Type…
  • Urgency…
  • Status…
  • Already existing in the app you sync with

More Filters

  • Alt Phn…
  • Email…
  • First Name…
  • Last Name…
  • Notes…
  • Phone…
  • Timeframe…
  • does not have Tag…

[THEN] Supported Actions

Frequently Used:

  • add Tag
  • remove Tag…
  • update Agent…
  • update Lender…
  • update Status…
  • update Type…
  • update Urgency…

More Actions:

  • update Alt Phn…
  • update Email…
  • update First Name…
  • update Last Name…
  • update Notes…
  • update Phone…
  • update Timeframe…

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Real Geeks fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

You have the ability to disable default mappings and reuse them in the  custom mappings section.

Customizable Field Mapping

For now, we don't support Real Geeks customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

Additional Options

Syncing Deletions

In connections between Google Contacts and Real Geeks, you are able to sync deletions one-way. When a contact gets deleted in one app, we group/tag the corresponding contact 'PieSync Trash' in the other. You will be able to review this segment first before deleting or taking any other action in the other app too.

Syncing Unsubscribes

Below an example on how to sync unsubscribed contacts by applying  Filters and Actions. You may of course, change the action according to your needs.

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to r ead our blog for the latest in productivity, apps, and technology!


How did we do?


Powered by HelpDocs