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

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

CloudTalk
Configure the CloudTalk
Click on the CloudTalk node to configure it. You can modify the CloudTalk 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 CloudTalk 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 CloudTalk 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 CloudTalk 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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AI Anthropic Claude 3
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring CloudTalk, 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 CloudTalk and Realgeeks integration works as expected. Depending on your setup, data should flow between CloudTalk 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 CloudTalk and Realgeeks
CloudTalk + Realgeeks + Slack: When a new call is registered in CloudTalk, particularly a missed call, a follow-up task is created in Realgeeks for the corresponding lead. The assigned agent is then notified via Slack to promptly address the missed call.
Realgeeks + CloudTalk + Google Sheets: When a new lead is created in Realgeeks, the automation logs call data from CloudTalk into a Google Sheet. This allows for easy tracking and analysis of communication activities related to new leads, helping to measure call effectiveness.
CloudTalk and Realgeeks integration alternatives
About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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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 CloudTalk and Realgeeks
How can I connect my CloudTalk account to Realgeeks using Latenode?
To connect your CloudTalk account to Realgeeks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select CloudTalk and click on "Connect".
- Authenticate your CloudTalk and Realgeeks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Realgeeks actions from CloudTalk calls?
Yes, you can! Latenode allows you to trigger Realgeeks actions based on CloudTalk call events, such as creating new leads, all with advanced logic and AI-powered data enrichment.
What types of tasks can I perform by integrating CloudTalk with Realgeeks?
Integrating CloudTalk with Realgeeks allows you to perform various tasks, including:
- Automatically creating new Realgeeks leads from CloudTalk call data.
- Updating Realgeeks contact information based on CloudTalk call outcomes.
- Logging CloudTalk call activity directly within Realgeeks contact records.
- Sending automated SMS messages through CloudTalk after a Realgeeks form submission.
- Triggering Realgeeks email campaigns based on CloudTalk call dispositions.
How to filter CloudTalk events before updating Realgeeks records?
Use Latenode's visual editor to add filter blocks before your Realgeeks update actions, ensuring only relevant CloudTalk events trigger updates.
Are there any limitations to the CloudTalk and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of both platforms.
- Complex data transformations may require JavaScript knowledge.
- Initial setup requires understanding of CloudTalk and Realgeeks data structures.