Realgeeks and Close CRM Integration

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Automatically create or update leads in Close CRM from new Realgeeks form submissions and property views. Latenode’s visual editor makes it easy to customize lead routing and scoring logic, enhanced with JS code when needed, while keeping costs low.

Swap Apps

Realgeeks

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Realgeeks and Close CRM

Create a New Scenario to Connect Realgeeks and Close CRM

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

Add the Realgeeks Node

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

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Configure the Realgeeks

Click on the Realgeeks node to configure it. You can modify the Realgeeks 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 Close CRM Node

Next, click the plus (+) icon on the Realgeeks node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.

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Authenticate Close CRM

Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.

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Configure the Realgeeks and Close CRM 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 Realgeeks and Close CRM 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 Realgeeks, Close CRM, 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 Realgeeks and Close CRM integration works as expected. Depending on your setup, data should flow between Realgeeks and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Realgeeks and Close CRM

Realgeeks + Close CRM + Google Sheets: When a new lead is created in Realgeeks, a lead is created in Close CRM. The flow then adds a row to a Google Sheet, summarizing lead details for campaign performance tracking.

Realgeeks + Close CRM + Slack: When a new lead is created in Realgeeks, it's added to Close CRM. If the lead status changes in Close CRM to a specific status (e.g., 'Opportunity'), a Slack message is sent to a designated channel.

Realgeeks and Close CRM integration alternatives

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.

About Close CRM

Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.

See how Latenode works

FAQ Realgeeks and Close CRM

How can I connect my Realgeeks account to Close CRM using Latenode?

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

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

Can I automatically create Close CRM leads from new Realgeeks form submissions?

Yes, you can! Latenode automates lead creation, saving time. Plus, you can use JavaScript to enrich the lead data before it reaches Close CRM, leading to more effective follow-ups.

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

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

  • Create new Close CRM leads from new Realgeeks inquiries.
  • Update Close CRM contact information based on Realgeeks activity.
  • Trigger email sequences in Close CRM for specific Realgeeks lead types.
  • Sync Realgeeks property data to custom fields in Close CRM.
  • Generate reports in Close CRM based on Realgeeks lead sources.

Can I filter Realgeeks leads before they reach Close CRM in Latenode?

Yes! Latenode’s visual editor lets you add filters and logic. Only qualified Realgeeks leads will be sent to Close CRM, improving data quality.

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

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

  • Complex Realgeeks custom fields may require JavaScript transformation.
  • Initial data sync may take time depending on data volume.
  • Close CRM API rate limits can affect high-volume workflows.

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