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

Add the ClickUp Node
Select the ClickUp node from the app selection panel on the right.

ClickUp
Add the Realgeeks Node
Next, click the plus (+) icon on the ClickUp 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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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 ClickUp 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 ClickUp 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 ClickUp, 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 ClickUp and Realgeeks integration works as expected. Depending on your setup, data should flow between ClickUp 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 ClickUp and Realgeeks
Realgeeks + ClickUp + Google Sheets: When a new lead is created in Realgeeks, a task is created in ClickUp to manage the lead. The lead's information is then added to a Google Sheet for tracking and analysis.
Realgeeks + ClickUp + Twilio: When a new lead is created in Realgeeks, a task is created in ClickUp to manage the lead. Twilio then sends an SMS message to the new lead.
ClickUp and Realgeeks integration alternatives
About ClickUp
Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project automation.
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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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See how Latenode works
FAQ ClickUp and Realgeeks
How can I connect my ClickUp account to Realgeeks using Latenode?
To connect your ClickUp account to Realgeeks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickUp and click on "Connect".
- Authenticate your ClickUp and Realgeeks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead creation in ClickUp from Realgeeks form submissions using ClickUp and Realgeeks integration?
Yes, you can! Latenode allows you to automatically create ClickUp tasks from new Realgeeks leads, saving time and ensuring prompt follow-up, plus, extend integrations with AI and JavaScript.
What types of tasks can I perform by integrating ClickUp with Realgeeks?
Integrating ClickUp with Realgeeks allows you to perform various tasks, including:
- Create ClickUp tasks for new Realgeeks leads.
- Update ClickUp tasks when lead status changes in Realgeeks.
- Send Realgeeks property data to ClickUp custom fields.
- Trigger Realgeeks email campaigns based on ClickUp task completion.
- Sync contact information between ClickUp and Realgeeks.
How secure is my ClickUp data when using Latenode integrations?
Latenode uses secure authentication protocols and encrypts sensitive data, safeguarding your ClickUp and Realgeeks information during transfer and storage.
Are there any limitations to the ClickUp and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Realgeeks API rate limits may affect high-volume data syncing.
- Complex custom field mappings require careful configuration.
- Historical data migration may require custom scripting.