Real Geeks + SetSchedule

Create Real Geeks leads from new SetSchedule opportunities

Seamlessly manage your sales process with this efficient workflow between SetSchedule and Real Geeks. When a new opportunity arises in SetSchedule, a lead will be created in Real Geeks, allowing you to easily track and follow up with potential clients. Save time and streamline your lead management process with this simple automation.

Seamlessly manage your sales process with this efficient workflow between SetSchedule and Real Geeks. When a new opportunity arises in SetSchedule, a lead will be created in Real Geeks, allowing you to easily track and follow up with potential clients. Save time and streamline your lead management process with this simple automation.

  1. When this happens...
    SetScheduleSetSchedule
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerInstant
  2. automatically do this!
    Real GeeksReal Geeks
    Create Lead

    Create a new Lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SetSchedule triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
    • TypeRequired

    • Full NameRequired

    • Email

    • Phone

    • Address Line

    • CityRequired

    • StateRequired

    • Region

    • ZipRequired

    • LatitudeRequired

    • LongitudeRequired

    • Price

    • Notes

    • TemperatureRequired

    • Next Activity

    • Schedule To

    Action
    Write
    • Type

    • Full Name

    • Email

    • Phone

    • Address Line

    • City

    • State

    • Region

    • Zip

    • Price

    • Latitude

    • Longitude

    Action
    Search
    • SiteRequired

    • Agent

    • SourceRequired

    • Type

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    • Address

    • Street Address

    • City

    • State

    • Zip Code

    • Contact Message

    • Notes

    • Region

    Action
    Write
real-geeks logo
real-geeks logo

About Real Geeks

Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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setschedule logo
setschedule logo

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier