> ## Documentation Index
> Fetch the complete documentation index at: https://rollout.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Real Geeks

> Grant API access, configure new lead delivery, and import existing leads.

Connecting Real Geeks has three parts: authorize the site, configure the Custom API destination for future leads, and export historical leads.

## Before you begin

Use a Real Geeks account that can manage the site and export leads. Real Geeks requires administrator permission to export all leads.

## Connect Real Geeks

<Steps>
  <Step title="Authorize the site and find its Site UUID">
    Open the authorization page, sign in, and grant Rollout access to the site you want to connect.

    <Card title="Open Real Geeks API access" href="https://leadrouter.realgeeks.com/dev/rollout/grant/" icon="arrow-up-right">
      Authorize the Real Geeks site
    </Card>

    If the page says Rollout already has access, it will not show the Site UUID. Open [Real Geeks Lead Router](https://leadrouter.realgeeks.com/), select **Configure destinations**, and then select your site. Copy the value after `/outgoing/from/` in the page URL. That value is the **Site UUID**.

    <img src="https://mintcdn.com/rollout/AYODVWaiMipLQ23-/images/end-user-guides/real-geeks/site-uuid.png?fit=max&auto=format&n=AYODVWaiMipLQ23-&q=85&s=843f1727a92d0aebb92a4fe8235565f7" alt="Real Geeks site selector and an example Lead Router URL with the Site UUID highlighted" width="1774" height="887" data-path="images/end-user-guides/real-geeks/site-uuid.png" />
  </Step>

  <Step title="Open the Real Geeks connection form">
    In the product you are connecting, choose **Real Geeks** and paste the Site UUID into **Site UUID**.

    Copy the generated value under **Set the webhook URL to this value**. Keep this form open while you configure Real Geeks.

    <img src="https://mintcdn.com/rollout/AYODVWaiMipLQ23-/images/end-user-guides/real-geeks/connect-in-rollout.png?fit=max&auto=format&n=AYODVWaiMipLQ23-&q=85&s=d8bbe446f11c30b88c1e86d440bb044e" alt="Real Geeks connection form showing Site UUID, generated webhook URL, optional Webhook Secret, and Save" width="1744" height="902" data-path="images/end-user-guides/real-geeks/connect-in-rollout.png" />
  </Step>

  <Step title="Open the Custom API destination">
    In [Real Geeks Lead Router](https://leadrouter.realgeeks.com/), select **Configure destinations**, select the site, and find **Custom API** under **Connect to new destination**. Select **Connect**.

    <img src="https://mintcdn.com/rollout/geMrLesykrIZRu6I/images/end-user-guides/real-geeks/custom-api.png?fit=max&auto=format&n=geMrLesykrIZRu6I&q=85&s=2d8fba0214007312ded2f05e6e29ead0" alt="Real Geeks destination list showing the Custom API connection option" width="1858" height="1084" data-path="images/end-user-guides/real-geeks/custom-api.png" />
  </Step>

  <Step title="Configure future lead delivery">
    Complete the Custom API form as follows:

    * **Name:** enter `Rollout` or another recognizable name.
    * **URL:** paste the complete generated webhook URL from the connection form.
    * **Secret:** optional. If you use one, enter the exact same value in **Webhook Secret (Optional)** in the connection form.
    * **Partner ID:** enter everything after the final `/` in the generated webhook URL.
    * **Events:** enable **Lead created** and **Lead updated**.
    * **Active:** enable this option.

    For example, if the generated URL is:

    ```text theme={null}
    https://universal.rollout.com/api/incoming-webhooks/01JEXAMPLE7F3K9M2N6P4Q8R0ST
    ```

    then the Partner ID is:

    ```text theme={null}
    01JEXAMPLE7F3K9M2N6P4Q8R0ST
    ```

    <img src="https://mintcdn.com/rollout/AYODVWaiMipLQ23-/images/end-user-guides/real-geeks/custom-api-form.png?fit=max&auto=format&n=AYODVWaiMipLQ23-&q=85&s=e49ecc14067f3fb74a56a51efcfc84fd" alt="Completed Real Geeks Custom API form showing URL, optional Secret, Partner ID, Lead created, Lead updated, Active, and Save" width="1536" height="1024" data-path="images/end-user-guides/real-geeks/custom-api-form.png" />

    Select **Save** in Real Geeks. This saves the destination, but it does not by itself confirm that lead delivery has succeeded.
  </Step>

  <Step title="Export historical leads">
    In Real Geeks CRM, open **Leads**, select **Export**, and then select **CSV**.

    <img src="https://mintcdn.com/rollout/AYODVWaiMipLQ23-/images/end-user-guides/real-geeks/export-menu.png?fit=max&auto=format&n=AYODVWaiMipLQ23-&q=85&s=2d53b816a852bb4f36bc50e87687929b" alt="Real Geeks Leads page with the Export menu open and CSV visible" width="2157" height="729" data-path="images/end-user-guides/real-geeks/export-menu.png" />

    Choose **In Search** to export every lead in the current search, or select specific leads before opening the export dialog and choose **Checked**. Select **Next**.

    <img src="https://mintcdn.com/rollout/AYODVWaiMipLQ23-/images/end-user-guides/real-geeks/export-selection.png?fit=max&auto=format&n=AYODVWaiMipLQ23-&q=85&s=9d97bf3f2adf8e8ff36c0d469596e9ac" alt="Real Geeks Export CSV dialog with In Search selected and the Next button visible" width="1554" height="1012" data-path="images/end-user-guides/real-geeks/export-selection.png" />

    Review the number of leads and select **Export Leads**. Real Geeks sends the export to the account's primary email address.

    <img src="https://mintcdn.com/rollout/AYODVWaiMipLQ23-/images/end-user-guides/real-geeks/export-confirmation.png?fit=max&auto=format&n=AYODVWaiMipLQ23-&q=85&s=f78a67ca920c9298b80b8f3ffdfc6964" alt="Real Geeks export confirmation showing the lead count and Export Leads button" width="1739" height="904" data-path="images/end-user-guides/real-geeks/export-confirmation.png" />

    When the email arrives, send its CSV attachment or CSV download link to `rg-leads-<SITE_UUID>@universal.rollout.com`, replacing `<SITE_UUID>` with your Site UUID. Set the subject exactly to **Lead export complete**.

    <Warning>
      The Custom API destination delivers new and updated leads going forward. Historical import is not complete merely because the export was requested; the CSV or its download link must also be sent to the Rollout import address.
    </Warning>
  </Step>

  <Step title="Save and verify the connection">
    Return to the connection form and select **Save**.

    A saved connection confirms that the credentials were accepted. It does not confirm future-lead delivery or completion of the historical import. Create or update a test lead and confirm that it arrives, then confirm that the historical records appear after the export has been processed.
  </Step>
</Steps>

## If the connection does not finish

<AccordionGroup>
  <Accordion title="The Site UUID is rejected">
    Return to **Lead Router → Configure destinations**, select the correct site, and copy only the value after `/outgoing/from/` in the URL. Do not include a slash.
  </Accordion>

  <Accordion title="New or updated leads are not arriving">
    Confirm that the Custom API destination is active, **Lead created** and **Lead updated** are enabled, and the URL, Partner ID, and optional secret match the connection form exactly.
  </Accordion>

  <Accordion title="Historical leads are missing">
    Confirm that the export email's CSV attachment or download link was sent to the site-specific Rollout import address with the exact subject **Lead export complete**.
  </Accordion>
</AccordionGroup>


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