Realgeeks and Vitally Integration

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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.

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Realgeeks

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Realgeeks and Vitally

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.

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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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Connect Realgeeks

Sign In

Run node once

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.

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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.

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Connect Vitally

Sign In

Run node once

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.

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Vitally Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Realgeeks and Vitally 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, 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.

Most powerful ways to connect Realgeeks and Vitally

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.

Realgeeks and Vitally 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 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.

See how Latenode works

FAQ Realgeeks and Vitally

How can I connect my Realgeeks account to Vitally using Latenode?

To connect your Realgeeks account to Vitally 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 Vitally accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new Vitally users from new Realgeeks leads automatically.
  • Update user segments in Vitally based on Realgeeks property views.
  • Trigger personalized email campaigns in Vitally based on Realgeeks activity.
  • Send summary reports to a team channel when deals are closed in Realgeeks.
  • Track Realgeeks lead source performance directly inside Vitally.

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:

  • Realgeeks API rate limits may affect high-volume data transfers.
  • Custom field mappings in Realgeeks may require JavaScript for data transformation.
  • Initial data synchronization may require manual setup for complex datasets.

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