Real Geeks + 365agents: phone leads into your Real Geeks CRM with listing context

365agents connects natively to Real Geeks via OAuth. Every inbound real estate call creates or updates a Real Geeks lead, with listing context from your IDX site and full qualification captured.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to Real Geeks via OAuth. Every inbound call creates or updates a Real Geeks lead with the listing context from your IDX site (if the caller references a specific property), qualification fields populated, and the right agent assigned.

What this makes possible

  • Lead creation tied to specific IDX listings
  • Property-aware conversations β€” AI pulls listing details from your Real Geeks IDX
  • Agent routing β€” based on your team's territory and round-robin rules
  • Behavior tracking β€” phone activity joins web browsing history in Real Geeks
  • Drip assignment β€” Real Geeks drips trigger based on lead type (buyer / seller / investor)
  • Activity logging β€” calls logged as Real Geeks activities for full lead timeline

How a real call flows

  • Caller references a specific listing from your IDX site
  • AI pulls the listing details from Real Geeks
  • AI answers questions, books the showing
  • Real Geeks lead updated with listing interest and showing booked
  • Listing agent notified with prep context
  • Buyer nurture drip enrolled based on their stated timeline

How to connect

  1. Admin dashboard β†’ Integrations β†’ Real Geeks
  2. "Connect" with your Real Geeks account
  3. Authorize lead and listing access
  4. Map AI fields and agent routing rules
  5. Test with a call referencing a live listing

Who this is for

  • Real estate teams on Real Geeks
  • IDX-forward agents and teams
  • Teams valuing unified web + phone lead tracking

Related

Get started

Book a demo β€” we'll connect Real Geeks during onboarding.