Insightly and Realgeeks Integration

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Automatically create or update Insightly leads from new Realgeeks inquiries and property views, ensuring seamless sales pipeline management. Latenode's affordable execution-based pricing scales as your business grows, while customizable logic refines lead qualification.

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Insightly

Realgeeks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Insightly and Realgeeks

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

Add the Insightly Node

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

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Insightly

Configure the Insightly

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

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Insightly

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Connect Insightly

Sign In

Run node once

Add the Realgeeks Node

Next, click the plus (+) icon on the Insightly 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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Insightly

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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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Insightly

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Realgeeks

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Sign In

Run node once

Configure the Insightly 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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Select an action *

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The action ID

Run node once

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

Realgeeks + Insightly + Mailchimp: When a new lead is captured in Realgeeks, a corresponding lead is created in Insightly CRM. Subsequently, the lead is subscribed to a targeted email campaign in Mailchimp.

Realgeeks + Insightly + Google Sheets: Upon receiving a new lead in Realgeeks, the lead's information is created as a lead in Insightly. Then, lead's details are added to a Google Sheet for reporting and tracking.

Insightly and Realgeeks integration alternatives

About Insightly

Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.

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 Insightly and Realgeeks

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

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

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

Can I automatically create Insightly contacts from new Realgeeks leads?

Yes, you can! Latenode enables automatic contact creation. This saves time and ensures all Realgeeks leads are promptly added to your Insightly CRM for follow-up.

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

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

  • Automatically create new Insightly opportunities from qualified Realgeeks leads.
  • Sync contact information between Realgeeks and Insightly for up-to-date records.
  • Trigger personalized email campaigns in Insightly based on Realgeeks lead activity.
  • Update Insightly contact properties when a Realgeeks lead reaches a milestone.
  • Send SMS notifications via Insightly when a hot lead is identified in Realgeeks.

How secure is Insightly data when integrating with Realgeeks on Latenode?

Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Insightly data during integration.

Are there any limitations to the Insightly and Realgeeks integration on Latenode?

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

  • Custom field mappings may require advanced configuration.
  • Complex workflows with high data volumes might require optimization.
  • Realgeeks API rate limits can affect the speed of data synchronization.

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