Step 1: Open Zapier
Log into your Zapier account and click:
Create Zap
Step 2: Select Webhooks by Zapier
Search for:
Webhooks by Zapier
Select it as the Trigger App.
Step 3: Select the Trigger Event
Under Trigger Event, select:
Catch Hook
Then click:
Continue
Step 4: Copy the Webhook URL
Zapier will generate a custom webhook URL.
Click:
Copy
You will use this URL inside your Carrot buyer website form.
Step 5: Open Your Carrot Website
Log into your Carrot account.
Navigate to:
Content β Forms
Step 6: Select the Buyer Form
Choose the form you want connected to REsimpli.
Example:
Basic Investor Form
Click:
Settings
Step 7: Add a Zapier Feed
Inside the form settings:
Open the Zapier section
Click:
Create One
Step 8: Configure the Zapier Feed
Fill in:
Zap Name
Example:
REsimpli Integration
Webhook URL
Paste the webhook URL copied from Zapier.
No additional settings are required.
Click:
Save Zapier Feed
Step 9: Submit a Test Form
Go to your buyer website and open the form you integrated.
Fill out sample buyer information such as:
First Name
Last Name
Email
Phone Number
Address
City
State
ZIP Code
Investment Interests
Submit the form.
Step 10: Test the Trigger in Zapier
Return to Zapier and click:
Test Trigger
Zapier should now pull the submitted form data.
You should see:
Buyer Name
Email
Phone Number
Address Information
Investment Preferences
Step 11: Add REsimpli as the Action App
Search for:
REsimpli 2.0
Select it as the Action App.
Step 12: Select the Action Event
Since this integration is for buyers, choose:
Create Buyer
Then click:
Continue
Step 13: Connect Your REsimpli Account
If Zapier asks for your API Key:
How to Get Your API Token
Inside REsimpli:
Click your profile icon
Go to:
API Token
Generate a token
Copy and paste it into Zapier
Step 14: Map Buyer Information
Now map the webhook fields into REsimpli buyer fields.
Recommended Mapping
REsimpli Field | Website Form Field |
First Name | First Name |
Last Name | Last Name |
Phone Number | Phone |
Address | Property Address |
City | City |
State | State |
ZIP Code | ZIP |
Notes | Investment Interests |
Step 15: Test the Action
Click:
Test & Continue
Zapier will create a buyer inside REsimpli.
Verify:
Buyer appears in Contacts β Buyers
All information transferred correctly
Step 16: Turn On the Zap
Once the test succeeds:
Publish the Zap
Turn it ON
