Help Center | Sure Send

INTEGRATION TYPES

Native API

✓ Direct integration

Zapier

Email parsing

Pixel

What you need: your Real Geeks admin login, your Sure Send login, and about 10 minutes. Do it all in one sitting.

!Before you connect

Copy and paste every value exactly. One wrong character and your leads will not come through.
The Webhook Secret is required, even though Sure Send marks it optional. Fill it in before you click Save in Step 2.
This connection only sends new and updated leads. Leads you already have need a one-time export (Step 4).

How this connection works

Real Geeks decides how it shares your data. It doesn't give out a login or API key. Instead, it sends each lead to an address you give it, the moment that lead is created or updated. Real Geeks does not let any outside system pull in the leads you already have, which is why your existing leads need a one-time export (Step 4).

Step 1: Get your Site UUID from Real Geeks

The Site UUID is Real Geeks' ID number for your website. It is a long string of letters and numbers, like 1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d.

Go to leadrouter.realgeeks.com/dev/rollout/grant/ and sign in to Real Geeks.
Approve access. The page shows your Site UUID. Copy it and save it in a note. You will need it again in Step 2 and Step 4.
Don't see it? You may have approved access before. Go to Lead Router > Configure destinations and pick your site. Look at the web address at the top of your browser and copy everything after /outgoing/from/ (leave off the slash).

Step 2: Connect Real Geeks in Sure Send

In Sure Send, go to Team Settings > Integrations.
Click Add Integration and choose Real Geeks.
Paste your Site UUID into the Site UUID box.
Webhook Secret (required): type a secret code, using letters and numbers only, no spaces, and at least 16 characters. Save it in your note. The screen says (Optional), but don't skip it. Real Geeks won't save its side without a Secret, and the two have to match. If you save here without one, you'll have to disconnect and start over.
Next to the webhook URL, click Copy and paste it into the same note.

!Before you click Save: make sure your Site UUID, your Webhook Secret, and your webhook URL are all saved in your note. Once you click Save, you can't come back to this screen to copy the webhook URL. You only get one chance, and you need it in Step 3.
Click Save.
On the User Mapping page that opens next, review it and continue to finish the connection.

Step 3: Add Sure Send as a destination in Real Geeks

In Real Geeks, go to Lead Router > Configure destinations and pick your site.
Under Connect to new destination, find Custom API and click Connect.

Fill in the form exactly like this:

Box	What to enter
Name	Delete "Custom API" and type Sure Send
URL	Paste the webhook URL from your note
Secret	Required. Paste the Webhook Secret from your note, the same code you typed in Sure Send
Partner ID	Paste only the last part of the URL, after the final `/`. Example: if the URL ends in `/incoming-webhooks/01ab2cd3-4567-89ef-ab12-34567890cdef`, the Partner ID is `01ab2cd3-4567-89ef-ab12-34567890cdef`
User	Leave it on `---------`. If you pick an agent here, only that agent's leads are sent.
Assignment	Leave it on No, don't wait
Events	Make sure Lead created and Lead updated are checked
Active	Checked

Click Save. You're connected.

Step 4: Bring over leads you already have (one time)

!Skip this step if your Real Geeks leads already came into Sure Send another way, for example through another CRM integration or a spreadsheet import.

Export your leads from Real Geeks as a CSV file. Real Geeks walks you through it here: Export Leads From Your CRM to a Spreadsheet.
Real Geeks emails you a download link. Forward that email to [email protected]. Replace YOUR-SITE-UUID with the Site UUID from your note.
Set the subject line to exactly: Lead export complete

That's it. Forwarding the email is what brings your existing leads into Sure Send. There's nothing else to upload.

iPrefer to import the file yourself? Download the CSV from the Real Geeks email and follow Import Contacts from a Spreadsheet instead of forwarding it. Use one method, not both.

How you'll know it's working

There is nothing to test by hand. After your next new lead comes in on Real Geeks, look for that person in People in Sure Send.

Already sending Real Geeks leads to another CRM?

If Real Geeks also sends leads to another CRM that is connected to Sure Send, new leads can reach Sure Send both ways. Sure Send matches people by email and phone, so they combine into one person.

Troubleshooting

Problem	Fix
Sure Send says the Site UUID is wrong	Copy it again using Step 1, item 3. Make sure you picked the right site and left off the slash.
New leads aren't showing up	In Real Geeks, open the Custom API destination. Check that Active is on, Lead created and Lead updated are checked, and the URL, Secret, and Partner ID match exactly.
Only some leads show up	Check the User box in Real Geeks. If an agent is selected, only that agent's leads are sent. Set it back to `---------`.
Old leads are missing	Make sure the export email went to your rg-leads- address with the subject Lead export complete.
Real Geeks won't save because Secret is empty	The Secret has to match the Webhook Secret in Sure Send. If you saved Sure Send without one, remove the Real Geeks connection in Team Settings > Integrations and redo Step 2 with a Webhook Secret. That gives you a new webhook URL and Partner ID.
Lost the webhook URL	Contact support.

Quick answers

What is the Site UUID? Real Geeks' ID for your website. It tells Sure Send which site your leads come from.
What is the webhook URL? Your private Sure Send address for Real Geeks. Real Geeks sends every new or updated lead there.
What is the Partner ID? The last part of the webhook URL. Real Geeks asks for it separately.
What is the Secret? A code that protects the connection. It's required, even though the Sure Send screen says optional. Real Geeks won't save the destination without it, and it must be exactly the same in Sure Send and Real Geeks.
Why doesn't Sure Send bring in my old Real Geeks leads automatically? Real Geeks only sends leads as they are created or updated. It does not let any outside system pull in existing leads, so the one-time export in Step 4 is how they get in.

Connect Real Geeks to Sure Send