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How to connect Odoo and Realgeeks
Create a New Scenario to Connect Odoo 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 Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Realgeeks will be your first step. To do this, click "Choose an app," find Odoo or Realgeeks, and select the appropriate trigger to start the scenario.
Add the Odoo Node
Select the Odoo node from the app selection panel on the right.
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Add the Realgeeks Node
Next, click the plus (+) icon on the Odoo 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 Odoo 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 Odoo 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 Odoo, 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 Odoo and Realgeeks integration works as expected. Depending on your setup, data should flow between Odoo 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 Odoo and Realgeeks
Realgeeks + Odoo + Slack: When a new lead is captured in Realgeeks, a new contact is automatically created in Odoo. Subsequently, a notification is sent to the sales team in Slack to inform them about the new lead.
Realgeeks + Odoo + Google Sheets: This automation captures new leads in Realgeeks and creates corresponding customers in Odoo. The data from both systems is then logged into a Google Sheet for consolidated reporting and analysis of sales performance.
Odoo and Realgeeks integration alternatives
About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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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
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FAQ Odoo and Realgeeks
How can I connect my Odoo account to Realgeeks using Latenode?
To connect your Odoo account to Realgeeks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Odoo and click on "Connect".
- Authenticate your Odoo and Realgeeks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Realgeeks leads from new Odoo contacts?
Yes, with Latenode, automatically create Realgeeks leads from Odoo contacts. Streamline lead generation, avoid manual data entry, and ensure your sales team acts fast on new leads.
What types of tasks can I perform by integrating Odoo with Realgeeks?
Integrating Odoo with Realgeeks allows you to perform various tasks, including:
- Create new Realgeeks leads from new Odoo contacts automatically.
- Update Realgeeks lead information when contact details change in Odoo.
- Trigger Odoo actions when a new lead is created in Realgeeks.
- Synchronize contact notes between Odoo and Realgeeks in real-time.
- Send Odoo invoices to Realgeeks clients based on property interest.
Can I use JavaScript to customize the Odoo integration?
Yes, Latenode lets you use JavaScript to customize your Odoo integration, adding logic for complex data transformations, boosting your automation.
Are there any limitations to the Odoo and Realgeeks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Realgeeks API rate limits may affect high-volume data synchronization.
- Initial setup requires familiarity with both Odoo and Realgeeks data structures.
