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Integrating FiveStreet with Real Geeks CRM Using Zapier: A Step-by-Step Guide

Published on May 17th, 2024

Integrating FiveStreet with Real Geeks through Zapier can streamline your real estate business by automating the flow of leads and client information. If you're looking to connect these two powerful platforms, follow these steps to create a seamless integration that saves time and improves efficiency in managing your leads.

Step 1: Create a Zapier Account

If you haven’t already, sign up for a Zapier account at This will be the hub where you’ll create the integration (known as a 'Zap') between FiveStreet and Real Geeks.

Step 2: Set Up Your Trigger

  1. Once logged in, click on 'Make a Zap!' to get started.

  2. Choose FiveStreet as your trigger app by searching for it within Zapier.

  3. Select the trigger event you want to use (e.g., 'New Lead').

  4. Connect your FiveStreet account by inputting your API credentials when prompted.

  5. Test the trigger to ensure it's working correctly.

Step 3: Connect to Real Geeks

  1. Now, choose Real Geeks as your action app.

  2. Pick the specific action you'd like Zapier to perform in Real Geeks when the FiveStreet trigger occurs (such as 'Create Lead').

  3. You’ll be asked to log in to your Real Geeks account to give Zapier the necessary permissions.

  4. Map out the lead information from FiveStreet you want to send to Real Geeks fields like name, email, and phone number.

Step 4: Test and Activate Your Zap

  1. Conduct a test run to ensure the data flows correctly from FiveStreet to Real Geeks.

  2. If the test is successful, activate your Zap.

Step 5: Monitor Your Integration

After activation, regularly check your Zap's performance. Zapier offers task history and performance insights, which help you troubleshoot and optimize your Zaps.

When you've completed these steps, your FiveStreet leads will automatically be captured in your Real Geeks CRM, facilitating better lead management and follow-up processes. Remember, for a more complex workflow, Zapier supports multi-step Zaps, filters, and custom logic to tailor the integration to your specific needs.

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