Bigin by Zoho CRM and Realgeeks Integration

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Bigin by Zoho CRM

Realgeeks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Bigin by Zoho CRM and Realgeeks

Create a New Scenario to Connect Bigin by Zoho 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 Bigin by Zoho CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bigin by Zoho CRM or Realgeeks will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Realgeeks, and select the appropriate trigger to start the scenario.

Add the Bigin by Zoho CRM Node

Select the Bigin by Zoho CRM node from the app selection panel on the right.

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Bigin by Zoho CRM

Configure the Bigin by Zoho CRM

Click on the Bigin by Zoho CRM node to configure it. You can modify the Bigin by Zoho CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the Realgeeks Node

Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Realgeeks from the list of available apps, and choose the action you need from the list of nodes within Realgeeks.

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Bigin by Zoho 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.

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Configure the Bigin by Zoho 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.

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Realgeeks

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The action ID

Run node once

Set Up the Bigin by Zoho CRM and Realgeeks Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Bigin by Zoho 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 Bigin by Zoho CRM and Realgeeks integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Realgeeks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Bigin by Zoho CRM and Realgeeks

Realgeeks + Bigin by Zoho CRM + Google Sheets: When a new lead is captured in Realgeeks, it is added to Bigin as a contact, and the lead details are logged in Google Sheets for tracking and analysis.

Realgeeks + Bigin by Zoho CRM + Slack: Whenever a new lead is generated in Realgeeks and added as a contact to Bigin, a notification is sent to a dedicated Slack channel, informing the sales team about the new lead.

Bigin by Zoho CRM and Realgeeks integration alternatives

About Bigin by Zoho CRM

Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.

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.

See how Latenode works

FAQ Bigin by Zoho CRM and Realgeeks

How can I connect my Bigin by Zoho CRM account to Realgeeks using Latenode?

To connect your Bigin by Zoho CRM account to Realgeeks on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Bigin by Zoho CRM and click on "Connect".
  • Authenticate your Bigin by Zoho CRM and Realgeeks accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync new Realgeeks leads to Bigin by Zoho CRM?

Yes, you can! Latenode allows seamless syncing, ensuring all Realgeeks leads are automatically added to Bigin by Zoho CRM. Improve lead management and follow-up efficiency effortlessly.

What types of tasks can I perform by integrating Bigin by Zoho CRM with Realgeeks?

Integrating Bigin by Zoho CRM with Realgeeks allows you to perform various tasks, including:

  • Automatically creating Bigin by Zoho CRM contacts from new Realgeeks leads.
  • Updating Bigin by Zoho CRM deal stages based on Realgeeks activity.
  • Triggering email sequences in Bigin by Zoho CRM when a Realgeeks form is submitted.
  • Sending SMS notifications via Bigin by Zoho CRM for high-intent Realgeeks leads.
  • Creating tasks in Bigin by Zoho CRM for follow-up on specific Realgeeks property inquiries.

How can I use JavaScript with Bigin by Zoho CRM on Latenode?

You can use JavaScript blocks to transform data, add custom logic, or interact with Bigin by Zoho CRM's API directly for advanced control.

Are there any limitations to the Bigin by Zoho CRM and Realgeeks integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial data migration may require manual setup.
  • Complex custom fields in Realgeeks may need custom mapping.
  • Rate limits of Bigin by Zoho CRM and Realgeeks APIs apply.

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