Introducing Rex + Zapier Integration

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March 11, 2021
3
min read

Let’s get Zapping with Rex Software and Zapier!

At Rex, we’re laser focused on making your processes easier, so that you can deliver a better experience to your customers.

That’s why we’re particularly excited to announce that today our Zapier integration is now up and running for all of our users. Unlike other integrations, our integration with Zapier is - in a very real and practical sense – providing a connection with thousands of other online apps and services.

Fun fact: In America, real estate brokers have been using Zapier to reduce lead follow-up time by 90% and cold calling by 75%. That’s huge! Imagine making those sorts of changes in your agency – the relationships you could be building with all that spare time...

What is Zapier and how does it unlock hundreds of opportunities?

Zapier is an automation tech tool that connects your apps, saving you from monotonous, repetitive tasks. It's like a magic set of dominos – connecting one thing to another when a trigger sparks, creating a chain reaction of actions. (Think of these as the tasks you’d otherwise have to do manually.) These chain reactions are called “Zaps”. (link to Introducing Zaps blog) and once they are turned on, they are working for you 24/7.

There are over 3,000 apps connected to Zapier including Google Suite (Gmail, Sheets, Docs, Drive, Calendar etc.), Mailchimp, Messenger, Dropbox, Todoist, WordPress, Slack, Facebook Lead Ads, and of course Rex. Using this simple but powerful tool you’ll be able to automate all those mundane tasks like sending response emails to new leads, sending SMS to viewing reminders and updating contact information when offers are made.

The best bit? There are absolutely no coding or technical skills required!

You simply select a trigger (the event that starts the domino effect) and the action, or series of actions - give it a test and then turn it on. You’ll find all Rex actions and triggers on our Rex + Zapier integration page. We’ve also put together this quick getting-started guide to Rex Zaps (link to blog Introducing Zaps) to walk you through the basics of using the Rex triggers and actions that together will deliver workflows that can run hands-free.

Creating other apps to Rex Zaps

What you can do here is only limited by your agency process. Simply link the services you want to your Zapier account and off you go - setting triggers and establishing actions.
Some of the zaps you could create between other apps and Rex are:

  • when a Facebook Lead Ad form is completed  a new lead is created in Rex
  • when a contact is added to a mailing list in Rex, this change is copied over to Mailchimp. 
  • when that  listing is published on your website, two other things happen: the listing is automatically posted to your Facebook page, and your team is alerted via Slack; 
  • When a contract is completed, a Google Sheet gets updated 
  • When a listing is published on your website the vendor receives an SMS letting them know

Creating Rex to Rex Zaps

Our Zapier integration doesn’t just link Rex to third party apps - it provides some amazing connections within Rex that allow you to set up your own Rex automation to fit your business perfectly.

Using the 15 Rex triggers and 11 Rex actions (link to blog Introducing zaps) you can create automated workflows that will put your Rex account on turbocharge. 

Here are some of the Zaps that turn on power within your Rex account:

  • when a portal enquiry is received, automatically send the buyer an email confirming you got their details and include the e-brochure of the listing.
  • when a listing goes live, you can switch the vendor from a prospecting track to a vendor care track

But letting computers do all the leg work takes all the humanity out of the job, right? 

Not even close. Completing these tasks as efficiently as possible frees you up to do the higher-order work and have more conversations with more buyers and sellers, creating that human connection that wins listings.

For all the details check out the Rex Integrations page on zapier.com

Important things to remember

While the Rex + Zapier integration is an exciting step forward, keep in mind a few tips to maximize its usage and ensure that no opportunities get lost again.

Permissions 

Zapier requires that the person making these Zaps between systems has the correct level of permissions to make it happen. Typically on set up, Zapier will ask for the account to be authenticated. For Zaps to be modified at their endpoints any time in the future, that user will also need to have the correct permissions in Rex.

Testing 

We highly recommend testing a Zap and how it should flow by running some test triggers - like completely some webforms or changing some dates on a test contact. Ensure that all the data flows as you expected and that everyone included in the actions is on the same page.

Security 

Be mindful of the apps you choose to connect to, and be familiar with their data privacy and security protocols. If you need to dig into Zapier’s security, their documentation is located here.

Cost 

Zapier has a freemium level for users that includes 5 Zaps and 100 Tasks per month. This is certainly a great level for testing things out, but as you progress into more advanced Zaps and connecting more applications, you’ll want to consider the Zapier pricing and decide which plan makes sense for your firm.

Zapier will bill you directly and all issues with your Zapier account will be managed by their support team.

Support

Our Rex customer care team can help with any issues you have linking your Rex account into your Zapier, and we have Help Centre Articles for each of the Rex to Rex zaps that are listed in Zapier.

If you need help with Zapier and other apps you are using they have great support at zapier.com/help.

Want to get in an external expert to set up your whole agency process, Zapier Experts are certified consultants, freelancers and agencies that can help you do more with automation.

If you’ve like to read more about how Zapier and Rex can automate your agency check out these stories:

Introducing Rex Zaps 

Why automate? The benefits of agency automation


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