Connect Picatic to Real Geeks with LeadsBridge

In this article, you'll learn how to set up the bridge and connect Picatic to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

Head over to the left sidebar and click on the Create new Bridge green button
You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

Choose Picatic as the source for your bridge
Choose Real Geeks as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your Picatic with Real Geeks

Step 2.A: Setup your Picatic integration

Click on Connect Picatic
Click on Create new integration to connect your Picatic (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Picatic integration
Fill API Key field to connect Picatic with LeadsBridge
Click on the Authorize button
You can choose a name for this Picatic and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Picatic is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Picatic

How to get API Key

You will need to create a Picatic account (if you haven't already) and create an API key here: https://www.picatic.com/manage/users/applications/

Step 2.C: Setup your Real Geeks integration

Click on Connect Real Geeks
Click on Create new integration to connect your Real Geeks (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Real Geeks integration
Fill field to connect Real Geeks with LeadsBridge
Click on the Authorize button
You can choose a name for this Real Geeks and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Real Geeks is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Real Geeks

Other Info

Each Real Geeks client has a unique identifier called Site UUID. To obtain credentials you should send a message to Real Geeks support at https://www.realgeeks.com/support/

To communicate with the Real Geeks platform, you should enable the credentials here: http://leadrouter.realgeeks.com/dev/leads-bridge/grant/ If you don't enable your credentials, you will see a “Permission denied” error.

Step 2.E: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

Type the address(es) where you'd like to receive the receipt
You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your Picatic information with your Real Geeks fields.

You will have Real Geeks fields on the left. Match the information you wish to pass align from Picatic
Based on Real Geeks functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

Picatic documentation page and common questions
Real Geeks documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect Picatic with Real Geeks