How to connect Realgeeks and Salesforce
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
⚙

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:
- 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.

JavaScript
⚙
AI Anthropic Claude 3
⚙

Salesforce
Trigger on Webhook
⚙
Realgeeks
⚙
⚙
Iterator
⚙
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.
Most powerful ways to connect Realgeeks and Salesforce
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.
Realgeeks and Salesforce 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.
Similar apps
Related categories

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.
Similar apps
Related categories
See how Latenode works
FAQ Realgeeks and Salesforce
How can I connect my Realgeeks account to Salesforce using Latenode?
To connect your Realgeeks account to Salesforce 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 Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically creating new Salesforce contacts from Realgeeks leads.
- Updating existing Salesforce records with new Realgeeks data.
- Triggering email campaigns in Salesforce based on Realgeeks activity.
- Creating tasks in Salesforce when a Realgeeks lead reaches a milestone.
- Syncing property information between Realgeeks and Salesforce.
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:
- Initial data migration requires manual setup outside of Latenode.
- Complex Salesforce custom objects might need custom JavaScript code.
- Rate limits of Realgeeks and Salesforce APIs apply to Latenode workflows.