Cloze and Realgeeks Integration

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Swap Apps

Cloze

Realgeeks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cloze and Realgeeks

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

Add the Cloze Node

Select the Cloze node from the app selection panel on the right.

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Cloze

Configure the Cloze

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

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Run node once

Add the Realgeeks Node

Next, click the plus (+) icon on the Cloze 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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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 Cloze 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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Run node once

Set Up the Cloze 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 Cloze, 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 Cloze and Realgeeks integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Realgeeks

Realgeeks + Cloze + Slack: When a new lead is added in Realgeeks, a contact is created or updated in Cloze, and a notification is sent to a designated Slack channel to alert the sales team.

Realgeeks + Cloze + Google Sheets: When a new lead is added in Realgeeks, a new row is added to a Google Sheet to log the lead. The lead's information is then used to create or update the contact in Cloze.

Cloze and Realgeeks integration alternatives

About Cloze

Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.

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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FAQ Cloze and Realgeeks

How can I connect my Cloze account to Realgeeks using Latenode?

To connect your Cloze account to Realgeeks on Latenode, follow these steps:

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

Can I automatically update Cloze contacts from new Realgeeks leads?

Yes, you can! Latenode automates contact syncing between Realgeeks and Cloze, saving time and ensuring your sales team always has the most up-to-date lead information. Leverage our no-code editor for effortless setup.

What types of tasks can I perform by integrating Cloze with Realgeeks?

Integrating Cloze with Realgeeks allows you to perform various tasks, including:

  • Create new Cloze contacts from new Realgeeks leads automatically.
  • Update existing Cloze contacts with new information from Realgeeks.
  • Trigger Cloze follow-up sequences based on Realgeeks lead activity.
  • Send personalized email campaigns via Cloze to Realgeeks leads.
  • Log Realgeeks lead interactions as activities within Cloze.

Can I filter Realgeeks leads before syncing them to Cloze?

Yes, you can. Latenode’s advanced filtering lets you sync only qualified Realgeeks leads to Cloze, keeping your CRM clean and efficient, with options for complex JavaScript logic.

Are there any limitations to the Cloze 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 for large datasets.
  • Custom field mappings may need adjustments based on specific data structures.
  • Real-time syncing depends on the API request limits of Cloze and Realgeeks.

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