Realpad AI Integration: How It Works and How to Connect It
The Realpad AI integration lets MessageMind's AI agent read live Realpad data and reply across WhatsApp, SMS, Instagram, email and web chat.
The Realpad AI integration connects Realpad to MessageMind so an AI agent can read live context and reply across every channel your customers use. Connecting Realpad sends new MessageMind contacts to your Realpad CRM as leads and brings your Realpad customers into Contacts. You connect it with the API login and password Realpad issues for your account, plus three IDs from Realpad.
What is the Realpad AI integration?
Connecting Realpad sends new MessageMind contacts to your Realpad CRM as leads and brings your Realpad customers into Contacts. You connect it with the API login and password Realpad issues for your account, plus three IDs from Realpad. Customers come in as soon as you connect, and again about every 30 minutes after that. When you edit a contact, change its labels or a campaign sets one of its custom fields, Realpad gets the change too.
You can see every supported integration on the MessageMind integrations page, and the full technical reference for this one lives in the Realpad documentation. If you prefer to see it in action first, book a demo and we will walk you through the live flow.
What the Realpad integration can do
The Realpad AI integration ships with the following capabilities out of the box:
- Creates a lead in Realpad, on the project from your Project ID, for each new contact that has an email address or a phone number. That includes contacts you add by hand and people who message you for the first time.
- Contacts you had before connecting are sent the next time they message you, as long as they have an email address or phone number by then.
- Saving a contact updates the matching Realpad customer with its name, email address, phone number, note, labels and custom field values.
- Each time a label is added to or removed from a contact, by you or by a campaign, the contact's labels go to Realpad as tags and its custom field values as customer attributes.
- A Set Contact Custom Value step in a campaign passes the new value on to Realpad.
- Your Realpad customers are brought in when you connect. After that, new and changed customers are picked up about every 30 minutes.
- People already in your contacts are matched by email address or phone number and updated, so they are not added twice.
Data read and written
The Realpad AI integration touches a scoped set of fields. Here is exactly what moves between the two systems:
| Direction | What it covers |
|---|---|
| Read | First name, last name, email address and phone number of each Realpad customer. |
| Read | The customer's note in Realpad, which becomes the contact's note. |
| Read | The Realpad customer ID, shown on the contact as a realpad_customer_id custom field. These contacts also get source_platform (set to Realpad) and, when the customer has a note, realpad_note. |
| Write | A new lead on the project from your Project ID for each new contact with an email address or phone number. |
| Write | The contact's first and last name, email address, phone number and note. |
| Write | Labels, as tags on the Realpad customer. |
| Write | Custom field values, as customer attributes. Realpad keeps a value only when one of its attributes has a key matching the field name. When a label changes or a campaign step sets a field, MessageMind also tries the name in lowercase with underscores for spaces (budget_range for Budget Range). Yes/No fields are sent as true or false. |
| Write | Updates to the matching Realpad customer when you save a contact. Realpad finds the customer by email address or phone number. |
How to set up the Realpad AI integration
Setup takes a few minutes once your Realpad account is live. The outline:
- Open Connections > Integrations.
- Click Industry-Specific in the category list on the left, or type Realpad in the search box.
- Click Connect on the Realpad row. The Connect Realpad window opens.
- Type the API login into the Login field. The placeholder shows the format, project-name-api.3.
- Type the API password into the Password field.
- Enter your developer ID in the Developer ID field.
The step-by-step walkthrough, including every button and field, is in the Realpad documentation.
Limitations to know
The Realpad integration ships with a deliberately scoped surface. These are the limits worth knowing before you depend on it:
- Realpad does not tell MessageMind when something changes, so a new or edited Realpad customer can take up to about 30 minutes to show in Contacts.
- Realpad customers with neither an email address nor a phone number are not brought in. An import counts them as Invalid.
- A MessageMind contact with neither an email address nor a phone number is not sent to Realpad until it has one.
- Only names, email addresses, phone numbers and notes come into MessageMind. Projects, units, inquiries and customer attributes stay in Realpad, and the AI agent cannot look them up.
- Every 30-minute check copies the name and note held in Realpad onto the matching contact, replacing what is there. Email addresses and phone numbers from Realpad are added, never removed.
Pricing and plan availability
The Realpad AI integration is available on MessageMind's paid plans. The MessageMind pricing page lists which plan is required and what each tier includes. There is no extra per-integration fee; the connection is part of your account.
Frequently asked questions
What is the Realpad AI integration?
The Realpad AI integration is the native connection between Realpad and MessageMind. Once connected, the AI agent can read live Realpad context during a conversation and act on it (for example answering a stock question, booking an appointment or updating a contact) across WhatsApp, Instagram, SMS, email and web chat.
How do I connect Realpad to MessageMind?
Open the Realpad integration page inside your MessageMind dashboard and follow the connect flow. The full step-by-step with every field label and screenshot is in the Realpad documentation.
How does authentication work for the Realpad integration?
You type the API login and password Realpad issued for your account into the Connect Realpad window, along with your developer ID, screen ID and project ID. When you click Connect, MessageMind checks the login and password with Realpad and saves nothing if Realpad refuses them. MessageMind stores these credentials encrypted at rest and uses them only server-side, so they never reach the browser or any third party.
What does the AI agent do once Realpad is connected?
It works with live Realpad data during the conversation. The first capability in the Realpad documentation reads: "Creates a lead in Realpad, on the project from your Project ID, for each new contact that has an email address or a phone number. That includes contacts you add by hand and people who message you for the first time." The full list, with every field the integration reads and writes, is in the documentation.
After you click Connect, you see "Failed to establish connection with Realpad". What should I do?
Realpad did not accept the login and password. Check that you used the API login and password Realpad issued, not the details you sign in to Realpad with, and that no spaces slipped in. Then click Connect again.
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