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Automatically save new Realgeeks leads to Microsoft SharePoint Online for easy access and collaboration. Latenode's visual editor and affordable execution pricing makes lead management simple and scalable.
Connect Realgeeks and Microsoft SharePoint Online in minutes with Latenode.
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In the workspace, click the “Create New Scenario” button.

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 Microsoft SharePoint Online will be your first step. To do this, click "Choose an app," find Realgeeks or Microsoft SharePoint Online, and select the appropriate trigger to start the scenario.

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

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

Realgeeks
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Microsoft SharePoint Online
Now, click the Microsoft SharePoint Online node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft SharePoint Online settings. Authentication allows you to use Microsoft SharePoint Online through Latenode.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Use various Latenode nodes to transform data and enhance your integration:

JavaScript
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AI Anthropic Claude 3
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Microsoft SharePoint Online
Trigger on Webhook
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Realgeeks
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Iterator
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Webhook response
After configuring Realgeeks, Microsoft SharePoint Online, 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.
Run the scenario by clicking “Run once” and triggering an event to check if the Realgeeks and Microsoft SharePoint Online integration works as expected. Depending on your setup, data should flow between Realgeeks and Microsoft SharePoint Online (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Realgeeks + Microsoft SharePoint Online + Slack: When a new lead is created in Realgeeks, the lead information is added to a SharePoint list. A notification is then sent to a designated Slack channel to alert the sales team of the new lead.
Realgeeks + Microsoft SharePoint Online + Google Sheets: When a lead is updated in Realgeeks, the updated information is recorded in a SharePoint list. Then, the lead information is added as a new row in a Google Sheet for tracking and analysis.
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 Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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How can I connect my Realgeeks account to Microsoft SharePoint Online using Latenode?
To connect your Realgeeks account to Microsoft SharePoint Online on Latenode, follow these steps:
Can I automatically save new leads' documents?
Yes, you can! Latenode enables you to automate document management with no-code workflows, saving time and ensuring all lead documents are securely stored in Microsoft SharePoint Online.
What types of tasks can I perform by integrating Realgeeks with Microsoft SharePoint Online?
Integrating Realgeeks with Microsoft SharePoint Online allows you to perform various tasks, including:
How can I transform Realgeeks data before saving to SharePoint?
Latenode allows you to use JavaScript or AI blocks to transform Realgeeks data, ensuring it perfectly fits your Microsoft SharePoint Online structure before saving.
Are there any limitations to the Realgeeks and Microsoft SharePoint Online integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: