Microsoft Excel and Realgeeks Integration

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Automatically update your Realgeeks CRM from Microsoft Excel using Latenode. Easily manage leads, properties, and market data, scaling your automation with affordable pay-by-execution pricing, plus customize any step with JavaScript.

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Microsoft Excel

Realgeeks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Excel and Realgeeks

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

Add the Microsoft Excel Node

Select the Microsoft Excel node from the app selection panel on the right.

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Configure the Microsoft Excel

Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel 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 Microsoft Excel 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.

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Configure the Microsoft Excel 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 Microsoft Excel 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 Microsoft Excel, 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 Microsoft Excel and Realgeeks integration works as expected. Depending on your setup, data should flow between Microsoft Excel 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 Microsoft Excel and Realgeeks

Realgeeks + Microsoft Excel + Google Sheets: When a new lead is created in Realgeeks, the lead information is added as a row to a specified table in Microsoft Excel. Then, a summary of lead data from Excel is added to a Google Sheet.

Realgeeks + Microsoft Excel + Twilio: A new lead in Realgeeks triggers a lookup in a Microsoft Excel sheet to find relevant contact details. Twilio sends an SMS message to the new lead using data from the Excel sheet.

Microsoft Excel and Realgeeks integration alternatives

About Microsoft Excel

Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.

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 Microsoft Excel and Realgeeks

How can I connect my Microsoft Excel account to Realgeeks using Latenode?

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

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

Can I automatically update Realgeeks leads from new Excel entries?

Yes, Latenode's flexible workflows automate updating Realgeeks from Excel. Ensure lead data accuracy and save time by instantly reflecting changes in your CRM. Leverage no-code or Javascript to filter data.

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

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

  • Automatically adding new Realgeeks leads to an Excel spreadsheet.
  • Updating lead information in Realgeeks from Excel data.
  • Creating Realgeeks tasks based on Excel data analysis.
  • Generating reports in Excel based on Realgeeks data.
  • Synchronizing contact details between Excel and Realgeeks.

What Excel functions are supported in Latenode integrations?

Latenode supports a wide array of Excel functions. You can use formulas and calculations to transform data before sending it to Realgeeks.

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

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

  • Large Excel files may take time to process.
  • Complex Excel formulas might require testing.
  • Realgeeks API rate limits may affect data sync frequency.

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