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Sync Realgeeks leads into Grist for enriched CRM insights. Latenode's visual editor simplifies custom lead scoring and routing with JavaScript, while affordable execution-based pricing makes scaling easy.
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Create a New Scenario to Connect Realgeeks and Grist
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 Grist will be your first step. To do this, click "Choose an app," find Realgeeks or Grist, 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 Grist Node
Next, click the plus (+) icon on the Realgeeks node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Grist
Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Realgeeks and Grist 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 Grist 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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Grist
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, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between Realgeeks and Grist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Realgeeks + Grist + Slack: When a new lead is captured in Realgeeks, the lead's information is added as a new record in Grist. Then, a notification is sent to a designated Slack channel to inform the sales team about the new lead.
Grist + Realgeeks + Twilio: When a lead's record is updated in Grist, retrieve additional lead information from Realgeeks, and use Twilio to send a personalized SMS message to nurture engagement with the updated lead.
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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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How can I connect my Realgeeks account to Grist using Latenode?
To connect your Realgeeks account to Grist on Latenode, follow these steps:
Can I automatically update Grist with new Realgeeks leads?
Yes, you can! Latenode's visual editor makes it easy to automate lead data transfers, ensuring your Grist sheets are always up-to-date. Save time and improve data accuracy.
What types of tasks can I perform by integrating Realgeeks with Grist?
Integrating Realgeeks with Grist allows you to perform various tasks, including:
What Realgeeks data can I access via Latenode's integration?
Latenode provides access to Realgeeks lead data, property information, and campaign statistics for automation.
Are there any limitations to the Realgeeks and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: