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Smarter Contact Integration

Written by Anthony Estrada

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

Email

Email

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:

  1. Go to Settings

  2. Open API

  3. You should now see the Zap integration listed as Active

Step 15: Export Leads from Smarter Contact

To send a lead into REsimpli:

  1. Open a contact inside Smarter Contact

  2. Click the Zapier button located below the property address

  3. Confirm export

You should see a message similar to:

Lead successfully exported to Zapier

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