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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.
Connect Realgeeks and Close CRM in minutes with Latenode.
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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.
Realgeeks
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.
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.
Realgeeks
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Close CRM
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.
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.
Set Up the Realgeeks and Close CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Close CRM
Trigger on Webhook
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Realgeeks
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Iterator
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Webhook response
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.
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.
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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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.
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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:
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:
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: