Realgeeks and Microsoft SharePoint Online Integration

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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.

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Realgeeks

Microsoft SharePoint Online

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Realgeeks and Microsoft SharePoint Online

Create a New Scenario to Connect Realgeeks and Microsoft SharePoint Online

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 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.

Add the Realgeeks Node

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

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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.

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Run node once

Add the Microsoft SharePoint Online Node

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.

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Microsoft SharePoint Online

Authenticate 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.

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Configure the Realgeeks and Microsoft SharePoint Online 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 Microsoft SharePoint Online 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, 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.

Test the Scenario

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.

Most powerful ways to connect Realgeeks and Microsoft SharePoint Online

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.

Realgeeks and Microsoft SharePoint Online 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 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.

See how Latenode works

FAQ Realgeeks and Microsoft SharePoint Online

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:

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

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:

  • Automatically backing up new lead information to SharePoint lists.
  • Creating folders in SharePoint for each new Realgeeks lead.
  • Storing property documents associated with leads in SharePoint.
  • Triggering notifications when new leads are added and files saved.
  • Updating SharePoint metadata with Realgeeks lead data.

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:

  • Initial setup requires authenticating both accounts.
  • Complex data transformations may require JavaScript knowledge.
  • Large file transfers are subject to Microsoft SharePoint Online API limits.

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