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MyAgentX
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MyAgentX
1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Stage Updated" from MyAgentX.

Add your action

An action happens after the trigger—such as "Create Lead" in Real Geeks.

You’re connected!

Zapier seamlessly connects MyAgentX and Real Geeks, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Smartsheet List
      Required
    • Pipeline
      Required
    • Stage(s)
      Required
    Trigger
    Instant
    Try It
    • Site
      Required
    Trigger
    Instant
    Try It
    • Smartsheets List
      Required
    • Full Name
      Required
    • Phone
      Required
    • PipelineId
      Required
    • Agent(s)
      Required
    Action
    Write
    • Site
      Required
    • Agent
    • Source
      Required
    • Type
    • First Name
    • Last Name
    • Phone
      Required
    • Email Address
    • Address
    • Street Address
    • City
    • State
    • Zip Code
    • Contact Message
    • Notes
    • Region
    Action
    Write

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Connect MyAgentX and Real Geeks to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your MyAgentX to Real Geeks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About MyAgentX
MyAgentX is an innovative AI-powered platform designed for real estate agents to streamline lead generation and prospecting through calls.
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Related categories
Sales & CRM
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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.
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Related categories
CRM (Customer Relationship Management)
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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