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Automatically update Vitally with lead data from Realgeeks, ensuring your customer success team has real-time insights. Customize triggers and data transformations with JavaScript, and scale affordably on Latenode with execution-based pricing.
Connect Realgeeks and Vitally in minutes with Latenode.
Create Realgeeks to Vitally workflow
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Create a New Scenario to Connect Realgeeks and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Realgeeks or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Realgeeks node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Realgeeks
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Vitally
Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Realgeeks and Vitally 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 Vitally 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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Vitally
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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Realgeeks and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Realgeeks + Vitally + Slack: When a new lead is created in Realgeeks, update the corresponding user in Vitally with the lead's information. Then, send a notification to a designated Slack channel to alert the sales team about the new lead.
Vitally + Realgeeks + Google Sheets: When a user reaches a specific milestone in Vitally, update their record in Realgeeks with the milestone details. Simultaneously, log the milestone achievement in a Google Sheet for tracking and reporting.
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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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How can I connect my Realgeeks account to Vitally using Latenode?
To connect your Realgeeks account to Vitally on Latenode, follow these steps:
Can I automatically update Vitally when a new lead registers in Realgeeks?
Yes, easily! Latenode's visual interface allows you to trigger Vitally updates from Realgeeks lead events, ensuring your customer data is always synchronized. Analyze lead behavior effortlessly.
What types of tasks can I perform by integrating Realgeeks with Vitally?
Integrating Realgeeks with Vitally allows you to perform various tasks, including:
How do I handle Realgeeks webhooks using Latenode?
Latenode simplifies Realgeeks webhook handling. Use our visual editor or JavaScript blocks to parse data and trigger precise actions in Vitally.
Are there any limitations to the Realgeeks and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: