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Carrot Buyer Website Integration

Written by Anthony Estrada

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:

  1. Open the Zapier section

  2. 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:

  1. Click your profile icon

  2. Go to:

API Token
  1. Generate a token

  2. 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

Email

Email

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

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