realgeeks-sync

Bi-directional synchronization between RealGeeks CRM and AI systems uses event-driven webhooks to push and pull lead data instantly. Set up webhook endpoints with HMAC-SHA256 signature validation, map lead fields between systems, and implement idempotent processing to ensure each sync runs only once, keeping both platforms current without manual entry.

Lead deduplication applies email, phone, and fuzzy matching strategies to identify and merge duplicate records before sync. This prevents redundant entries across systems and maintains a clean, unified lead database without conflicting records or wasted follow-up effort.

Webhook security uses HMAC-SHA256 signature validation to authenticate incoming requests from RealGeeks. Each webhook includes a cryptographic signature that you verify before processing, blocking unauthorized or tampered payloads and protecting your CRM data from malicious sync attempts.

Activity mapping bi-directionally transforms events—such as AI call logs into CRM activity records and CRM context into AI conversation data—so your lead profile reflects all interactions across platforms. This creates a complete audit trail and ensures sales teams see the full customer journey.

Retry logic automatically re-sends failed webhook payloads according to a configurable schedule, ensuring no lead or activity is lost due to temporary network issues. Combined with idempotent processing, retries complete the sync reliably without duplicating data.

Field mapping translates RealGeeks lead and activity schemas to your AI platform's format and vice versa. You define which CRM fields correspond to AI fields once; the sync then automatically transforms data in both directions without further manual intervention.