Step 1: Create a New Zap
Log into your Zapier account and click:
Create Zap
Step 2: Select Smarter Contact as the Trigger App
Search for:
Smarter Contact
Select it as the Trigger App.
Step 3: Select the Trigger Event
Under Trigger Event, choose:
Export Contact Trigger
Then click:
Continue
Step 4: Connect Your Smarter Contact Account
Zapier will open a pop-up window asking you to log into Smarter Contact.
After signing in:
Click Login
Zapier will reconnect and return to setup
Step 5: Configure the Trigger
Under Setup Trigger, enter a title for the integration.
Example:
REsimpli Integration
This is simply the label for the export button inside Smarter Contact.
Click:
Continue
Step 6: Test the Trigger
Click:
Test Trigger
Zapier will pull the most recently exported contact from Smarter Contact.
You should now see lead information such as:
First Name
Last Name
Phone Number
Email
Property Address
City
State
ZIP Code
Step 7: Add REsimpli as the Action App
Search for:
REsimpli
Select it as the Action App.
Step 8: Select the Action Event
Choose:
Create Lead
Then click:
Continue
Step 9: Connect Your REsimpli Account
Sign into your REsimpli account through Zapier.
Once connected:
Click Continue
Step 10: Map Smarter Contact Fields to REsimpli
Now map the exported fields into REsimpli lead fields.
Recommended Mapping
REsimpli Field | Smarter Contact Field |
First & Last Name | First Name + Last Name |
Phone Number | Phone |
Property Address | Property Address |
City | City |
State | State |
ZIP Code | ZIP |
Important Tip
When combining first and last name:
Add a space between them
Example:
First Name + " " + Last Name
This prevents the names from merging together.
Step 11: Configure Additional Lead Details
You can also automatically configure:
Lead Source
Example:
SMS Blast
Market
Assign leads to a specific REsimpli market.
If you operate in multiple markets:
Create separate Zaps for each market
Step 12: Test the Action
Click:
Test & Continue
Zapier will create a test lead inside REsimpli.
Verify:
Lead appears correctly
All mapped information transferred properly
Step 13: Publish the Zap
Once successful:
Publish the Zap
Turn it ON
Step 14: Verify the Integration in Smarter Contact
Inside Smarter Contact:
Go to Settings
Open API
You should now see the Zap integration listed as Active
Step 15: Export Leads from Smarter Contact
To send a lead into REsimpli:
Open a contact inside Smarter Contact
Click the Zapier button located below the property address
Confirm export
You should see a message similar to:
Lead successfully exported to Zapier
