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Automatically add Realgeeks leads into Agile CRM for streamlined sales. Latenode’s visual editor makes custom lead nurturing flows easy, with the option to add advanced logic using JavaScript and scale affordably.
Connect Agile CRM and Realgeeks in minutes with Latenode.
Create Agile CRM to Realgeeks workflow
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Create a New Scenario to Connect Agile CRM and Realgeeks
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Realgeeks will be your first step. To do this, click "Choose an app," find Agile CRM or Realgeeks, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Realgeeks Node
Next, click the plus (+) icon on the Agile CRM node, select Realgeeks from the list of available apps, and choose the action you need from the list of nodes within Realgeeks.
Agile CRM
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Realgeeks
Authenticate Realgeeks
Now, click the Realgeeks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Realgeeks settings. Authentication allows you to use Realgeeks through Latenode.
Configure the Agile CRM and Realgeeks Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Realgeeks Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Realgeeks
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Realgeeks, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Agile CRM and Realgeeks integration works as expected. Depending on your setup, data should flow between Agile CRM and Realgeeks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Realgeeks + Agile CRM + Google Sheets: When a new lead is created in Realgeeks, a contact is created in Agile CRM. The contact details are then added as a new row to a Google Sheet for tracking and reporting.
Realgeeks + Agile CRM + Mailchimp: When a new lead is created in Realgeeks, a contact is created in Agile CRM. The new contact is then added to a Mailchimp list to kick off a nurturing campaign.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Realgeeks
Automate real estate lead management with Realgeeks in Latenode. Update your CRM, trigger follow-up emails, or send SMS alerts automatically when new leads are captured. Latenode’s visual editor and flexible nodes let you filter, enrich, and route lead data based on custom criteria, creating scalable workflows without complex coding.
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How can I connect my Agile CRM account to Realgeeks using Latenode?
To connect your Agile CRM account to Realgeeks on Latenode, follow these steps:
Can I automatically create Agile CRM contacts from new Realgeeks leads?
Yes, you can! Latenode's visual builder makes it simple to sync new Realgeeks leads to Agile CRM, ensuring immediate follow-up. Eliminate manual data entry and improve response times.
What types of tasks can I perform by integrating Agile CRM with Realgeeks?
Integrating Agile CRM with Realgeeks allows you to perform various tasks, including:
How secure is Agile CRM data within Latenode workflows?
Latenode employs robust security measures, including encryption and access controls, to protect your Agile CRM data throughout every workflow.
Are there any limitations to the Agile CRM and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: