OpenPhone and Realgeeks Integration

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Automatically log OpenPhone calls and texts in Realgeeks for lead enrichment. Latenode's visual editor simplifies complex workflows, while affordable execution-based pricing makes scaling your real estate communications easier than ever.

Swap Apps

OpenPhone

Realgeeks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OpenPhone and Realgeeks

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

Add the OpenPhone Node

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

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OpenPhone

Configure the OpenPhone

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

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Connect OpenPhone

Sign In

Run node once

Add the Realgeeks Node

Next, click the plus (+) icon on the OpenPhone 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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Realgeeks

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Connect Realgeeks

Sign In

Run node once

Configure the OpenPhone 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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The action ID

Run node once

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

Realgeeks + OpenPhone + Google Sheets: When a new lead is created in Realgeeks, use OpenPhone to log the call details and save lead information along with call data to a Google Sheet for tracking and analysis.

Realgeeks + OpenPhone + Slack: When a new lead is created in Realgeeks, check if the lead calls via OpenPhone. If a call occurs, send a notification to a designated Slack channel to alert agents about the new high-priority lead.

OpenPhone and Realgeeks integration alternatives

About OpenPhone

Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.

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 OpenPhone and Realgeeks

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

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

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

Can I automatically text new Realgeeks leads via OpenPhone?

Yes, you can! Latenode allows automated workflows, so sending personalized OpenPhone texts to new Realgeeks leads is seamless, improving engagement and response times, thanks to prompt-based AI and data enrichment.

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

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

  • Send personalized SMS messages to new leads captured in Realgeeks.
  • Log OpenPhone calls as activities within a Realgeeks contact record.
  • Create new Realgeeks contacts from OpenPhone call transcripts.
  • Update Realgeeks contact information based on OpenPhone interactions.
  • Trigger OpenPhone notifications based on changes in Realgeeks lead status.

HowsecureistheOpenPhoneintegrationwithRealgeeks onLatenode?

Latenode employs robust security measures, including encryption and access controls, to ensure your OpenPhone and Realgeeks data is securely handled during integration.

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

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

  • Historical data synchronization may require custom scripting.
  • Complex Realgeeks custom fields might need manual mapping.
  • High-volume API requests are subject to rate limits from both apps.

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