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Automatically create or update Salesforce leads from new Realgeeks leads. Latenode's visual editor simplifies complex lead management workflows, while affordable execution-based pricing allows scaling without cost concerns.
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Create a New Scenario to Connect Realgeeks and Salesforce
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 Salesforce will be your first step. To do this, click "Choose an app," find Realgeeks or Salesforce, 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 Salesforce Node
Next, click the plus (+) icon on the Realgeeks node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
Realgeeks
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Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Realgeeks and Salesforce 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 Salesforce 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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Salesforce
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, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between Realgeeks and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Realgeeks + Salesforce + Slack: When a new lead is created in Realgeeks, it is added to Salesforce. A notification is then sent to a designated Slack channel informing the sales team about the new lead.
Realgeeks + Salesforce + Google Sheets: When a new lead is created in Realgeeks, the lead is created in Salesforce. The lead information is then added as a new row to 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 Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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How can I connect my Realgeeks account to Salesforce using Latenode?
To connect your Realgeeks account to Salesforce on Latenode, follow these steps:
Can I automatically create Salesforce leads from new Realgeeks leads?
Yes, you can! Latenode's visual builder simplifies this. Instantly create Salesforce leads from new Realgeeks entries, saving time and ensuring no leads are missed.
What types of tasks can I perform by integrating Realgeeks with Salesforce?
Integrating Realgeeks with Salesforce allows you to perform various tasks, including:
How do I handle complex Realgeeks data transformations in Latenode?
Latenode offers built-in data transformation tools and JavaScript code blocks, so you can easily manipulate data to fit Salesforce requirements.
Are there any limitations to the Realgeeks and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: