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Integrating Birdeye with RealGreen

RealGreen CRM is a customer relationship management system designed specifically for the green industry, which includes lawn care, landscaping, and pest control businesses. This software helps companies manage customer information, streamline operations, and improve customer service. Key features often include scheduling, billing, marketing, and customer communication tools. RealGreen CRM aims to help businesses increase efficiency, manage their workforce, and grow their customer base through targeted marketing and efficient service management.

Once RealGreen is integrated with Birdeye, Birdeye will fetch client information from RealGreen once daily from the cases that were closed on the previous day. Birdeye collects the first name, last name, email address and phone number of your patient and automatically sends them review requests based on the preferences set within the Birdeye dashboard.

Birdeye allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for RealGreen:

Trigger Display Name Trigger Description

RealGreen Program Trigger

This trigger is used for check-in customers based on configured program statuses.

RealGreen Service Trigger

This trigger is used for check-in customers based on configured service statuses.

Contact Sync Trigger

Contact Sync trigger is used to sync all contacts created on a daily basis from CRM to Birdeye.

To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.




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